Course Description

Act is great tool for business owners and salespeople.  Act can be used as a simple Rolodex.  A place for names, addresses, numbers, email addresses and more.  You can also use Act to track and communicate with thousands of contacts.  It can be simple or sophisticated.  You can use Act to track and manage sales staff, marketing campaigns and customer service follow-up.

The Reality is this: Act is just a tool.  It’s all what you make of it.  There is no right way or wrong way to use Act.

This course is designed to help beginners and experienced Act users successfully navigate Act, and to understand the Act screen when they open Act.  I will make suggestions and ask questions of you about the way you use Act.  I will assume that it is key to make sure vital contacts in Act are never forgotten about and left behind.  At the end of the day let’s have some fun and make you the Acter you want to be.  Enjoy.

Tony Holowitz

Key concepts covered include:

  • Tony Holowitz: Meet your Instructor
  • Introduction to Act: What is Act?
  • Navigating and Understanding the Different Sections of the Act screen
  • Entering Contacts into Act
  • Working with Contacts
  • Finding Contacts
  • Scheduling Activities
  • Calendar and Task list
  • Entering Notes and History
  • Act Menus and tabs overview
  • Reports Overview

Please contact us if you have any questions related to this course, or if you would like to suggest a concept or tutorial to enhance this training.  I welcome your feedback.  Thank you.

Listen to My Getting Started Podcast: Introduction to Act Clever | May 8, 2020

Course Content

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Welcome to Act Clever
Getting to know the Act Screen
Working with Your Act Contacts
Scheduling and Using the Act Calendar & Tasklist