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Effective Business Solutions - act!  CRM Training contact manager business
Certified ACT consultant Consultant 719.538.6015

 

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Classroom Training

 

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      Four Hour Class

Intended audience:
This class is designed for both new and experienced Act! users

  • Working with contact data
  • Activities
  • Use of secondary contacts
  • Searches
  • Detail view
  • List view
  • Mail merges
  • Document tab
  • Reports
  • Taking notes
  • Recording history
  • Sales opportunities
  • Pipeline & forecasting
  • Dashboards
  • Act! Outlook Integration Setup
  • Using Groups & Companies
  • Creating letter & email templates

   

 

   

 

Course includes Laminated Quick reference card plus a 30 minute individual follow-up web session with instructor.  ($73 value)

This Act! class is limited to 8 students to ensure sufficient personal attention. Each student works on an individual computer.

Preregistration and prepayment please.

Your investment for this four hour training is only $179.

Payment by credit card or check is due prior to class. Cancellations must be at least one week before the start of class for fee refund. There is a $25 administrative fee for canceling attendance.

 

In addition we offer:

 

 

Need more information?

 

To sign up for classes call Effective Business Solutions at 719–538–6015

   
 

Effective Business Solutions, LLC.
445C E. Cheyenne Mountain Blvd., #117
Colorado Springs, CO 80906
719.538.6015

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