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ACT! Training

ACT! is a complete Contact Management system allowing you to keep full records of all contact with your clients or Suppliers including Sales Opportunities. If linked with Sage Accounts you can view Financial Records as well.

Many companies only use a small percentage of the capability of this powerfull programso to ensure you are getting the most from ACT! and using it to its full potential attend one of our highly practical courses.



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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.

Email us This e-mail address is being protected from spam bots, you need JavaScript enabled to view it or via our contact us page for further details. 

 
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CBH Training