Now that you’re familiar with the basics of your Act! or Zoho database you’re ready to ramp up your efficiency a notch. Learn how your CRM can make you more efficient, productive and profitable by taking an Intermediate Act! or Zoho Training course!
Suggested Length: 4 hours
- Advanced Queries
- Working with Saved Views and Tags
- Working with Leads, Contacts and Accounts
- Mail Merge 101
- Sending E-Mail
- Sales Deals & Opportunities
- Dashing through the Dashboards
- Working with Documents Tab
- Related Contacts & Lists
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