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Contact Management and Customer Relationship Management Solution Specialists





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Public Training

Training Schedule

ACT!®™

Course

Dates

ACT! 2006/2007 Level 1*
This course is designed for first-time users just getting started with ACT! 2005 or 2006. This hands on class includes:

    Review of ACT Components
    ACT Preferences
    Contacts
    Lookups
    Scheduling
    Writing Letters

    Using Email with ACT

    Internet Services
    Documents Tab
    Groups and Companies
    Sales Opportunities

Call for Class Schedule
10:00 am - 1:00 pm

ACT! 2006/2007 Level 2*
This course is designed for users ready to learn more Advanced ACT! 2005/2006 functions. This hands on class includes:
 
    Advanced Look-ups
    Sorting and Replacing Data
    Group Membership Rules
    Linking to Companies
   
Opportunity Manager and Quoting
   
Reports
    Creating Document/E-mail Templates
    Advanced Scheduling
    ACT! Settings
    Database Maintenance
    Basic Troubleshooting
    Security Roles
    Data Sharing Concepts

Call for Class Schedule
10:00 am - 1:00 pm 

 

  • *ACT! 2006/2007 are fundamentally the same.  The classes listed above apply to all versions of ACT! 2006 and ACT! 2007 (Standard and Premium for Workgroups).

  • Instructors: All classes are taught by ACT! Certified Consultants and/or ACT! Premier Trainers

  • Class Size : Maximum of 12 participants

  • Registration: Registration is required.  Click here to Register. Payment is required at least seven days prior to class.

  • Investment: $169 per class

  • Times: 10:00 - 1:00pm    
     

  • Cancellation:   You will receive a full refund for cancellations 7 days in advance of the class.   Cancellations made within 7 days may transfer their registration to another class of their choice.  

  • Location & Directions:  Varies, please call for training locations.

         Register for classes now! 

 

   

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