Advanced Act! Training

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 by taking an Advanced Act! Training Course.
advanced act! training

Suggested Length: 4 Hours

  • 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

Additional Advanced Act! Training Materials: