Which CRM solution is right for you?
Training
Training is an integral part of any successful software investment. That's why we recommend CRM training with every ACT! Software system we install. The CRM Connection will help you to use ACT! Software to its fullest potential, whether you are using ACT! 2011, ACT! 2010, ACT! 2009, ACT! 2008, ACT! 2007, ACT! 2006, ACT! 2005 or ACT! 6.0. Guaranteed!
- Click here for information and to enroll in Online Web Training
- Inquire about Private Training for your company
- Inquire about our ACT! Multi-Media Training CD-ROM
Using ACT! Level 1 – The Basics:
This 4.5 hour course is ideal for first-time users and people who are just getting started with ACT! 2005, ACT! 2006, ACT! 2007 and ACT! 2008. First we review the basic ACT! functions and then continue with hands-on training, including: Review of ACT's features, Organizing the Database, Entering Contacts by Relationships, Groups and Companies, Scheduling, Communicating via E-mail, Fax, and Word Processing. Also covered: How to Properly Use Notes and History, Calendar/Task List, Mail-Merges, Reports, the Opportunity Manager and Dashboards.
Using ACT! Level 2 – Advanced:
This 5.5 hour course Advanced ACT! training is ideal for users who are comfortable using ACT! 2005, ACT! 2006, ACT! 2007 and ACT! 2008.. We review such topics as: ACT! Settings, Database Maintenance, Customizing Databases and Layouts, Managing Users, Add/Delete Fields, Create New Tabs, Advanced Look-ups, Creating Custom Activities, We also cover: Creating Drop-Down Menus, Importing Data and Troubleshooting.
