CBH Training

ACT! provides a customer contact database, simplifying the management of a growing business and ensuring professional customer contact. The training covers how to import data from other applications (e.g. Excel or Access) which can save a significant amount of data entry time.

This one-day instructor led course is intended for new users and provides a solid foundation on the key principles of using ACT.  Participants learn how to add and amend contacts, locate and organise contacts, schedule and manage activities and create standard documents.

A further one-day advanced course is suitable for administrators or experienced users who need to tailor ACT! to their company's needs.  It includes creating and using queries, synchronizing data, customising ACT! and creating templates and mail merges.

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