ACT! CRM Training
Introductory ACT! CRM Training
Learn the how to navigate your ACT! database and use
the key functions within it to improve your client management.
From record searching to activity management and document
production, this course will provide you with the knowledge
you need to start using ACT! effectively
Advanced ACT! CRM Training
Learn how ACT! can be used to in greater detail, particularly
for marketing. Discover how to create your own document
and email templates and how you can perform your own mail
merges. With advanced scheduling techniques and more complex
lookups, you will discover how you can begin to use ACT!
in a smarter and more effective manner.
ACT! System Administration Training
During this course you will learn how to manage your database
internally. You will be shown how to import and export
records, set up new databases and receive an introduction
to system configuration. In addition, an initial look
at the methodology behind synchronisation will help you
manage you remote users more effectively.