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Online Lunch & Learn ACT! Software Training

Sage ACT! Online Web training

ACT! Quick Start Training (2.5 hr Session)

This 2.5 hour online workshop is designed for the new user as well as the experienced user who seeks a re-introduction to all of the ACT! basics. After a complete guided tour of screen views and features, we focus on what you need to know to QUICKLY be effective with ACT!. You will learn "The Key How To Skills" that make it easy to go to work and be productive with ACT!. This session is a terrific ACT! foundation builder and the suggested prerequisite session for all of our more focused, advanced course offerings.

Here's what we cover

  • Working with Your Contacts
  • Organizing Your Data
  • Creating and Tracking Contact Interactions and History
  • Creating Letter, Fax, Memo and Email Communications
  • Scheduling and working with ACT! Calendar

Training Schedule

Thursday, November 15, 2012 10 am - 12:30 pm MST $99 Enroll Now
Thursday, December 27, 2012 10 am - 12:30 pm MST $99 Enroll Now
Thursday, January 24, 2013 10 am - 12:30 pm MST $99 Enroll Now

How it Works

Once registered for a course, The CRM Connection will send you an e-mail with all the information you'll need to attend the class, including a link to the GoToMeeting site where the training will occur and a long distance phone number for connection to the class conference call. Please note long distance phone charges do apply. On the day of class, click on the link about 15 minutes prior to the beginning of class to enter the on-line meeting room, then dial the number to connect to the class conference call.

During the class, you will see a full-sized ACT!™ 2012 database screen on your monitor, and you'll watch the instructor train using his ACT!™ 2012 program.

Throughout the training, you'll be able to discuss the topic with the other students and the instructor via the live conference call. These classes are limited to no more than (10) students, so you'll have plenty of opportunity to ask questions. In addition, you'll have the ability to interact live through your computer. You may choose to ask questions privately or publicly, and you'll receive instruction on how to accomplish either.

How to Enroll

Please use the Enroll Now links listed above to sign for the desired class on a certain date. If you have any questions, click here to contact us.