Typical user-training sessions

• Basic level
  • Benefits of ACT! for companies, entities and IPAs/IPIs
  • Screens, fields, tabs following the client's model, database and screens
  • How to input data
  • How to search for Contacts and information
  • Handling the "Contact list"
  • How to create, modify and complete activities
  • Working with the agenda, calendars and "task list"

• Intermediate level
  • Managing a Contact
  • Making letters via Word
  • Sending emails via Outlook
  • "Mail merge" for letters and emails
  • Pipeline of opportunitites
  • Sales or Investment Opportunities

• Advanced level
  • Groups
  • Making "templates" for letters and emails
  • Working with Series
  • Reports
  • Basic administration
  • Contact importation
  • Question

Typical administrative-training session