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ACT! Seminar |
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| Our training seminars blend ACT! training with useful
sales tips and practical marketing tips.
Training seminar options: One-on-one, company only seminars, public seminars and on-line training. To register or learn more, call us at 214.343.9490.
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Overview of ACT! |
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Tips on using ACT! as a sales tool (lots of tips) |
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Navigate the ACT! contact screen |
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Enter a new contact (learn the trick on entering these) |
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Edit an existing contact |
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Create, edit and understand the drop-down menus |
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Write a note |
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Learn the difference between notes and details |
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Schedule calls, meetings, and to-do's - stay in touch |
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Clear a call, meeting, and to-do - build your history |
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Navigate the calendar features |
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Filter your calendar |
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View current and future activities |
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Learn the "3 Step Dance" and never miss a opportunity |
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Enter a basic sales opportunity |
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Perform basic lookups |
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Understand the look-up options - add and narrow |
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View the contact's history |
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Use the contact list view |
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Sort the contacts in the contact list view |
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Write a letter, fax, memo |
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Navigate ACT!'s e-mail |
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Send e-mails thru ACT! |
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Print standard reports |
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Print a calendar |
Using ACT! as a Marketing Tool
(Intermediate ACT! Training)
Topics
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Turn letter templates into form letters |
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Create a letter template |
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Perform an advanced look-up or query |
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Tag/untag contacts |
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Set up a group ( why to use groups) |
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Add contacts to a group |
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Understand the group icon, button and tab |
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Merge multiple contacts with a letter template (mail merge) |
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Create an activity series |
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Modify a report template |
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Modify a label template |
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Modify an envelope template |
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Create an e-mail template |
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Create a "blast" e-mail |
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Delete a contact |
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Modify the sales opportunity drop-down menus |
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Use the sales opportunity reports - valuable pipeline |
Administering ACT!
We tailor this class to your organization. We work with you on your PC at your location, so you get the most out of the training. Call us to schedule a class.