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
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 Now that you’re familiar with the basics of a database you’re ready to ramp up your efficiency a notch. Learn how Act! or Zoho can make you more efficient, productive – and profitable! Learn Advanced Lookups & Queries, working with other entities including Companies/Accounts, creating a pipeline, basic Mail Merge, running Reports & Dashboards, and using attachments…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 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
Length: 4 hours If your job title includes “Administrator” then you need to take this course! Learn about backups, Preference Settings, Outlook Integration, Database Clean-up & De Duplication, Importing and Exporting, Adding Users, Creating Teams and automating tasks … Read More
Length: 3.5 hours Take your CRM to the next level by learning how to integrate Act! or Zoho to your E-Marketing account. This class will teach you how to : Edit existing Templates, Create new HTML E-Mail Templates including adding merge fields, hyperlinks and attachments, Send messages to selected contacts, and read your campaign results … Read More
At Tech Benders, the knowledgeable Act! and Zoho Consultants are always here to help. Our services range the gamut from help in deciding whether to purchase Act! or Zoho, repairing an Act! database, that has become corrupted. We can help you to customize your Act! database or provide you with onsite Act! training for your entire staff. Sometimes you might find yourself needing a “quick fix.” … Read More
Some of us love CRM because it has a very friendly and easy to use. Some of us love CRM because it has so much functionality. And some of us would love to know the fastest way to become an Act! or Zoho Power User! … Read More
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