Get the most out of your investment by learning how to use ACT!. Southern
Software Solutions offers a variety of training alternatives
to meet your needs.
Public Classroom-Based Training
Tuition: $349 per person.
Check our schedule for upcoming classes. This one day course is designed for the new ACT! user or someone who is considering becoming an ACT! user. You will learn the basics of working in the current version of ACT!. Prerequisites for the class are a working knowledge of Windows operating systems (XP or Vista) and Microsoft Outlook, Word, and Excel. The course covers a variety of basic topics outlined below.
- Contact Detail Overview
- Entering, Editing, & Deleting Contacts
- Entering Notes
- Adding Attachments
- Adding & Removing Companies
- Contact Detail Overview
- Entering, Editing, & Deleting Contacts
- Entering Notes
- Adding Attachments
- Adding & Removing Companies
- Contact List View Basics
- Customizing The Contact List
- Refining Lookups In Contact List View
- Export To Excel
- Creating Groups
- Changing Group Membership
- Navigating Calendar Views
- Scheduling Activities
- Completing Activities
- Using The Task List
- Writing a letter
- Sending A Template
- Creating A Template
- Sending Mailing Labels & Envelopes
- Running Standard Reports
- Filtering Reports
- Q & A Session
A User Guide and lunch are included with class.
This class is taught by a SAGE Certified ACT! Premier Trainer. There is a minimum class size of five attendees and maximum class size of twelve. The class is hands-on, using computers with the most current version of ACT! Premium installed.
Students will receive a certificate of completion.
Lunch and Learn with Leanne
Tuition: $69 per person per class.
Join the owner of Southern Software Solutions, Leanne Evans, and dig a little deeper into ACT!. Classes are web-based using GoToMeeting. Minimum of 2 students; maximum of 10 students.
One hour classes are held every other week around lunch time and cover a rotating agenda of topics such as the following:
- Creating and Editing Templates
- Queries and Lookups
- Groups and Companies
- Creating and Scheduling Activity Series
- Mail Merge
- How to Get the Most Out of Remote Synchronization
- Database Maintenance
Don't see a topic of interest to you? Send in a request for web-based training.
Customized In-House Training
Have a sales team in town and need them trained to use ACT! (are they syncing their remote databases)? Does your staff need a refresher course in ACT!?
Southern Software Solutions can customize a full day or half day of training at your site to meet your specific needs. Please contact us for more information.
Cancellation policies apply to all training. Please contact us and request a copy of our Cancellation Policies.
For you do-it-yourselfers, we have user guides available.
