ACT! is a useful contact management system that helps you track customer calls and sales activity. During this six-week course you will learn the basics and fundamentals of this business tool.
- Week One will be an introduction to ACT! and will teach you how to navigate through the software.
- Week Two will cover how to set preferences and create contact records, schedules, and lookups.
- Week Three will cover how to create group records, company records, and opportunities (sales management tools).
- Week Four will focus on reports, creating envelopes and labels, and establishing custom fields and layouts.
- Week Five will move into the dashboard, integration with MS Outlook, and mail merge.
- Week Six will finish with administrative information, import/ export, and a wrap up to cover any questions about the course material.
To find out more information about us and our training classes, please visit our website and click on the Classes/Events tab.
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