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 learn to use ACT! more effectively 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- Read more »

(Also known as Swift Page Email) Length: 3.5 hours Take ACT to the next level by learning how to integrate ACT automatically to your ACT E-Marketing account.  This class will teach you how to : Create HTML E-Mail Templates Send messages to ACT Groups, Companies and Look-Ups Write campaign results back to ACT so you’ll know whose email has bounced, or who’s opted out Create Call Lists- Read more »

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 & DeDuplication ACT Synchronization ACT Import and Export Database Synchronization Adding Users Creating Teams Working with Team security settings Additional- Read more »

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 Contacts 4- Read more »

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 Field Level Security Working with Drop-Down Lists Creating and Editing ACT! Layouts Customizing Activity Types The Activity Series Creating Document- Read more »

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 Groups Working with Companies Mail Merge 101 ACT! E-Mail Sales Opportunities Dashing through the Dashboards The Documents Tab Secondary- Read more »