Fortier Consulting, LLC offers complete support for customization, training, and operation of ACT!, the world's leading contact manager.
  • We are Maine and New Hampshire's oldest ACT! Certified Consultants.
  • We have two ACT! Premier Trainers.
  • We are an ACT! Platinum Value Added Partner.
  • We have 5 qualified ACT! Consultants on staff.
  • We have over 30 years combined experience working with ACT!

 

 

 

  Upcoming Events!
 
 

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.

 
 
Current Clients:  Click here for assistance.
 

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Maine

2331 Harpswell Islands Road

Bailey Island, ME 04003

New Hampshire

939 Second Crown Pt Road

Strafford, NH 03884