ACT! Classroom Training
| Mastering ACT! |
| February 22, 2012 |
| Morning Session |
8:30 – noon
|
Intended audience:
This class is designed for both new and experienced ACT! users of ACT! 2012, 2011, 2010, 2009, 2008 & ACT! 2007 |
- Working with contact data
- Activities
- Use of secondary contacts
- Searches
- Detail view
- List view
|
- Taking notes
- Recording history
- Sales opportunities
- Pipeline & forecasting
- Dashboards
- ACT! Outlook Integration Setup
|
| Afternoon Session |
1 – 4:30 P.M.
|
Intended audience:
This class is designed for the experienced ACT! user who is ready to learn more of the advanced features ACT! has to offer. Designed for users of ACT! 2012, 2011, 2010, 2009, 2008 & ACT! 2007. |
- Advanced searches & queries
- Creating letter & email templates
- Mail merges
- Using Groups & Companies
|
- Automated task scheduling
- Reports
- Marketing campaigns
- Document tab
|
Course includes Mastering ACT! 2012/2011/2010/2009/2008/2007 Manual and laminated deskside card.
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 full day training is only $279.
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 or postponing attendance.
In addition we offer:
Need more information?
To sign up for classes call Effective Business Solutions at 719–538–6015 or click here to register for any training class. |
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