TrainerQuest | custom Act! training and consulting

Home: Solutions: CRM Training: ACT!™

Instantly recall every contact detail. ACT!™ organizes all your customer information in one place to give you instant access to every detail of every relationship. You’ll be able to find anyone or any detail in seconds, including names, phone numbers, addresses, notes from previous conversations, upcoming appointment details, call histories, a list of follow-up activities, and much more - for any contact you choose!

Our trainers and consultants deliver generic or customized courses at your location, either in a classroom or at your employee's desk.

The topics below are guidelines to the course structures. After speaking with you we will tailor course content to suit your specific needs and arrange course delivery at a time convenient to you.

Fundamental ACT!™ Topics

Advanced ACT!™ Topics

	Overview of ACT!™
	Starting an ACT! database
	Creating and editing a contact database
	Printing an address book
	Finding, viewing and sorting contacts
	Categorizing and grouping contacts
	Managing contact groups
	Scheduling and managing contacts
	Scheduling recurring activities
	Creating sales opportunities
	Working in the calendar window, task window
	Using SideACT!™
	Creating and formatting letters
	Viewing other templates

	Using ACT!™ Email
	Creating and using queries
	Creating macros
	Importing, exporting and synchronizing data
	Customizing ACT!™
	Working with templates and mail merge
	Customizing report templates
	Administering and installing the ACT!™ database
	Internet features