Act Training

user groupVirtual Act! Users Group

CLICK HERE TO JOIN THE Act! USER GROUP The Virtual Act! Users Group is open to all interested people who use or intend to use Act! Our meetings are designed to give users the opportunity to receive a bit of Act Training and find out how other companies are using Act! In addition, members will learn about the many add-on products that integrate with Act! The meetings are open to the public and…Read More

trainingBeginning Act Training

Length: 3.5 hours Don’t be fooled by the “Beginning” label.  I guarantee that even long time Act! users will learn a new trick or two.  Most of us can figure out how to add a new contAct!; the emphasis of this class is learning about the fields that are commonly overlooked.  You’ll also learn how the contents of various fields can effect other areas of Act!. Adding ContAct!s 4…Read More

trainingIntermediate Act! Training

Length: 4 hours Now that you’re familiar with the basics of an Act! database you’re ready to ramp up your efficiency a notch.  Learn how Act! can make you more efficient, productive – and profitable! Advanced Lookups & Queries Working with Static and Dynamic Groups Working with Companies Mail Merge 101 Act! E-Mail Sales Opportunities Dashing through the Dashboards The Documents…Read More

trainingAdvanced Act! Training

Length: 4 Hours Once you’ve mastered the basics you’re ready to move on to the next level. Learn how to customize your database to best serve the needs of your business.   Planning for a new database Adding and Editing Act!’s Fields Working with Drop-Down Lists Creating and Editing Act! Layouts Field Level Security ContAct! Level Security Customizing Act!ivity Types The Act!ivity…Read More

trainingAdministrative Act! Training

Length: 4 hours If your job title includes “Act! Administrator” then you need to take this course! Installing Act! on a network Improving Performance The Act! Scheduler Preference Settings Act! Outlook Integration Database Clean-up & De Duplication Act! Synchronization Act! Import and Export Adding Users & Adjusting Preference Settings Creating Teams Automating tasks with Smart Tasks Additional…Read More

trainingAct! E-Marketing Training


Free Sources of Act! Training

Some of us love Act! because it has a very friendly and easy interface.  Some of us love Act! because it has so much functionality.  And some of us would love to know the fastest way to become an Act! Power User! Free Act! Training Who says there’s no such thing as a free lunch?  There are Act!ually several  free ways to learn more about Act!: Look at the Playlists on my YouTube Channel. Go to…Read More