ACT! Classroom Training
| Mastering ACT! |
| 2010 Class Dates: January 27,
April 20, July 14, October 21 |
| Part 1 |
Time 8:30–noon
Cost: $149 |
Intended audience:
This 3–5 hour class is designed for both new and experienced ACT! users of ACT! 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
|
| Part 2 |
Time 1–4:30 p.m.
Cost: $149 |
Intended audience:
This 3–5 hour 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! 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! 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.
Attend both Mastering ACT! Part 1 & 2 on the same day and save! Your cost only $279.
In addition we offer:
- Customizing ACT! – offered on demand
- Administering ACT! – offered on demand
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.
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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