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ACT! Quick-Learn Webinars
Fortier Consulting, LLC is now offering short, one hour webinars
targeted to a particular ACT! feature. This is a great way for you
to learn more about ACT! and all it has to offer.
For just $50 a person., you can join our GoToMeeting webinar and learn the
things YOU want to learn. No need to take 2-4 hours away from your
day to attend a class. Sit at the comfort of your desk and your
computer and walk away with a new skill.
All webinars are at 11am
Basic I - Contact creation and management/Recording
History/Navigation
Intro To ACT!; Learn how to navigate
through ACT!, create a contact, keep track of what you have done
with your contact
7/14/2009
Working in the List Views/Export to Excel
Managing your List Views (Contact,
Group, Company, Task, and Opportunities). Using List Views for
Reporting
7/16/2009
Basic II - Activity Management/Calendar/Task List
Create and Clear Activities - using the
calendar and task list
7/21/2009
Working with Groups
What is a group?; Creating a group and
add members; Uses of Groups; Dynamic Membership
7/23/2009
Basic III - Outlook Integration - how it works for you
How to set up Outlook Integration;
creating a contact from Outlook, Attaching emails from Outlook;
Scheduling a Meeting from Outlook; Using Outlook Rules
7/28/2009
Working with Companies
What is a Company?; Creating a company;
linking and associating contacts; Linked Fields; Dynamic Membership
7/30/2009
Basic IV - Mail Merge
How to use Templates created in ACT! to
keep in contact with your customers
8/6/2009
Customizing your layout
Steps to redesign what you see on your
ACT! screen
8/13/2009
Developing your sales cycle/How does the ACT! Opportunity Feature
Help my Bottom Line?
What is an Opportunity? What's a Sales
Process and its Stages? Creating Opportunities and report
capabilities
8/20/2009
Customizing your opportunities
Creating custom fields for YOUR
Opportunity Process
8/28/2009
Customizing your fields
Process to customize your database to
fit your needs - analysis and design
9/8/2009
Understanding and using limited access
What is limited access? Process to
create teams, queries and update contacts, companies and groups
9/10/2009
e-mail
Info@FortierConsulting.com to register for any of these
webinars.
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