Two hour class for beginners to Act!.  Includes 30 minute assessment call + 2 hours of online training.


The Introduction to Act! CRM package is a customized, 2-hour program designed to help you get up and running quickly, while getting the most out of your Act! solution. The course begins with a complimentary assessment call with one of our trainers who will seek to understand your business and how you will use Act!. Your trainer will then refine the course based on your requirements.

Course Outline:

• Navigating Act!
• Creating, editing and finding Contacts
• Importing & exporting Contacts
• Activities in Act!, Activity series
• Demonstration of layouts, tabs, list views & calendars
• Emailing through Act!, mail merges
• Working with Groups & Companies
• Creating, editing and deleting
• Managing group & company membership
• Act! Mobile

Terms & Conditions:

Price: $350/company (not by employee)

Post-Class Review Policy – Questions will be answered by e-mail after the course. If the answer takes less than 5 minutes; then, it’s complementary.  Otherwise, professional services will be charged.

Refunds: No refunds.  If you have any questions about us, feel free to contact us first.

Classes are delivered online via GoTo Meeting, and they are not recorded.

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