How can I learn to use Act! CRM

There are many ways to learn how to use Act. Here are a few suggestions:

• Familiarize yourself with the Act CRM interface: Take some time to explore the various features of the Act CRM software. Try creating a contact, adding a note, and scheduling an appointment to get a feel for how the software works.
• Read the Act CRM documentation: Act CRM provides two sources that explain how to use the software. Read through them to learn about the different features of the software and how to use them.
  • Act Quick Reference Guide
  • Act Quick Start for New Users
• Watch the online training videos: Act CRM has some great online videos that cover different aspects of the software. These courses can help you learn how to use Act more effectively. You can find these courses HERE.
• Join our CRM Users Group: I offer free, quarterly webinars for my existing clients.
• Buy one of Karen’s Books
• Schedule private training: Here are some suggested curriculum.
• Practice, practice, practice: The best way to learn how to use Act CRM is to dive in and start using it!

With these steps, you can learn how to use Act CRM effectively and efficiently.