Beginning Act! Training Course
Length: 3.5 hours
Don’t be mislead by the “Beginning” label. Our Act Training courses are second to none. I assure you that even long time Act! users will learn a new trick or two in this course. Most of us can figure out how to add a new contact. That’s the obvious part. The focus of this class is to learn about the fields that are typically overlooked. You’ll also learn how the contents of various fields can affect other areas of Act!
Beginning Act! Training Includes:
- Adding Contacts
- 4 Commonly Overlooked Fields
- Common Data Entry Mistakes
- Performing a Lookup
- Working with Lists and Tabs
- Creating Notes & Histories
- Scheduling Activities
- Printing Contact Information
- Tips & Tricks & Short Cuts
Intermediate Act! Training Course
Length: 4 hours
After becoming acquainted with the basics of an Act! database you are now ready to move up to becoming more efficient. In this intermediate course you will learn how Act! can help to make you more efficient, productive and profitable!
Intermediate Act! Training includes:
- 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 Tab
- Secondary Contacts
- Web Info Tab
- Related Contacts
Advanced Act! Training
Length: 4 Hours
Once you’ve conquered the basic and the intermediate levels of the Act! Training you’re ready to move on to the next level. In this advanced course you will learn how to customize your database to best serve the needs of your business.
Advanced Act! Training includes:
- 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 Activity Types
- The Activity Series
- Creating Document Templates
- The Act! Reports
Administrative Act! Training
Length: 4 Hours
If you are an Act! Administrator or your job title includes “Act! Administrator” then you need to take this course!
Administrative Act! Training includes:
- 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
Act! E-Marketing Training
(Also applies to 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 Act! E-Marketing Course will teach you how to:
- Edit existing Templates
- Create new HTML E-Mail Templates including adding merge fields, hyperlinks and attachments
- 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 of the people who have shown interest in your message
- Automate the process by creating Drip Marketing Campaigns (SwiftPage Email Only)
- Review Send Reports
Additional Act! Training Materials:
- DUMMIES BOOKS: I don’t just follow a book when I teach – I wrote the book! Click here to purchase one of my books now.
