CRM Education
Providing a complete range of CRM Solutions tailored perfectly to fit your business
Introductory Training
Introduction to ACT!
System Overview
Logging In and User Roles
Overview of the main ACT! Screens
Tab View and Usage Best Practice
User Disciplines and Data Entry Rules
Creating New Contact Records
Creating Duplicate Records
Deleting Contact Records
Working with Secondary Contacts
Working with Companies
Understanding Company Records
Linking New Contacts to Companies
Linking Existing Contacts to Companies
Working with Divisions
Updating Company and Contact Information when Linked
Unlinking Contacts and Companies
Company Tab Views
Searching For Contacts
Best Practice Searches
Alternative Searches
Searching on Keywords and Multiple Criteria
Working with the List View Options
Working With Groups
Creating Basic Groups
Working with Groups and Group Membership
Groups Best Practice
Group Reporting
Correspondence & Email Integration
Using Standard Letters
Creating Standard Templates
Mail Merge
Working with Emails The Options
Using saved Email Templates
Running an Email Merge
Activity Scheduling
Scheduling Activities
Scheduling For Other Users
Using The Task List Effectively
Recording History Items
Using The ACT! Calendars
Integrating ACT! and Outlook Calendars
Sales Opportunities
Creating and Managing Sales Opportunities
Filtering Opportunity Lists
Dashboard Views
Opportunity Reports
Reports
Working with ACT! Reports
Reporting in Excel
Creating Labels and Envelopes
Web Views
Understanding Web Views
Using Links to the Internet
"Swiftpage ACT! Resellers, CRM Consultants and Trainers"
