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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.
ACT! CRM Training Leeds west yorkshire

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