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Provided by: AspenTech Consulting Group, Inc ACT Power User Training ClassDesktop Computer Software |
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Training
Provided by AspenTech Consulting Group, Inc
This class is designed for ACT users at all levels who are ready to improve their skills. If you're looking to really maximize the power of ACT and increase your effectiveness using it, then this class is the right one for you. Each student will receive hands-on instruction, using state-of-the-art laptops in our custom designed-classroom in Plymouth. You will receive a manual for reference, a quick reference sheet for frequently used functions and other valuable tools. This class is taught by an ACT Premier Trainer / ACT Certified Consultant and is limited to 8 students. Continental breakfast, lunch and breaks are included in your day.
Related Software Programs or Products: ACT Contact Management and CRM Software
Related Jobs or Careers: General Business Management, Sales, Marketing, Customer Service and Support
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ACT Power User Training Class Seminar Schedule
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ACT Power User Training Class
Getting Started with ACT
o The Many views of ACT
o The Anatomy of a Contact Record
Working Your Contacts
o Creating/ Editing Contacts
o Finding Contacts - Lookups and Queries
o Using the Power of List Views
Working with Your Schedule
o Tracking Follow Ups
o Using the Calendar
o Using the Task List
o Managing Your Day - Putting it all together
Organizing Your Contacts
o Creating and Managing Groups
o Creating and Managing Companies
o Advanced Data Mining
Communicating with Prospects and Clients
o Managing Email
o Writing Letters
o Mail Merges - Written & Email
Opportunities & Pipeline
o Creating & Tracking Sales Opportunities
o Using Opportunity List View
o Pipeline Reports
Tracking Results - Reports
Preferences & Maintenance
o Training ACT to Work the Way You Do
o Database Backups & Maintenance
Wrap Up
o Top 3 Tasks for Getting Started
o Summary of Tools and References
o The Many views of ACT
o The Anatomy of a Contact Record
Working Your Contacts
o Creating/ Editing Contacts
o Finding Contacts - Lookups and Queries
o Using the Power of List Views
Working with Your Schedule
o Tracking Follow Ups
o Using the Calendar
o Using the Task List
o Managing Your Day - Putting it all together
Organizing Your Contacts
o Creating and Managing Groups
o Creating and Managing Companies
o Advanced Data Mining
Communicating with Prospects and Clients
o Managing Email
o Writing Letters
o Mail Merges - Written & Email
Opportunities & Pipeline
o Creating & Tracking Sales Opportunities
o Using Opportunity List View
o Pipeline Reports
Tracking Results - Reports
Preferences & Maintenance
o Training ACT to Work the Way You Do
o Database Backups & Maintenance
Wrap Up
o Top 3 Tasks for Getting Started
o Summary of Tools and References
About The Training Provider: AspenTech Consulting Group, Inc
AspenTech Consulting Group, Inc - AspenTech Consulting Group is an ACT Certified Consultant and ACT Premier Trainer. We have been providing ACT consulting and training services to our clients since 1994. Offering public training classes, custom private training and online training, we have the solution for you. And as the most experienced ACT consultants and trainers in Michigan, we are confident we can help any organization...
