ACT! 201: Advanced Edition for the End User

$275.00


  • Q & A

  • Review of 101

  • Advanced Lookup Techniques
    • Keyword
    • By Example
    • Navigating through the results

  • Manage your calendar
    • Create an event
    • Events with multiple contacts
    • Reoccurring events

  • Sales Opportunities

  • Report Menu
    • Calendars
    • Contact Information

  • Write Menu
    • Existing Templates
    • Modifying / Creating new Templates
    • Mail Merge

Price: $275.00

ACT! 201: Advanced Edition for the End User

$275.00


  • Q & A

  • Review of 101

  • Advanced Lookup Techniques
    • Keyword
    • By Example
    • Navigating through the results

  • Manage your calendar
    • Create an event
    • Events with multiple contacts
    • Reoccurring events

  • Sales Opportunities

  • Report Menu
    • Calendars
    • Contact Information

  • Write Menu
    • Existing Templates
    • Modifying / Creating new Templates
    • Mail Merge

Price: $275.00

ACT! 201: Advanced Edition for the End User

$275.00


  • Q & A

  • Review of 101

  • Advanced Lookup Techniques
    • Keyword
    • By Example
    • Navigating through the results

  • Manage your calendar
    • Create an event
    • Events with multiple contacts
    • Reoccurring events

  • Sales Opportunities

  • Report Menu
    • Calendars
    • Contact Information

  • Write Menu
    • Existing Templates
    • Modifying / Creating new Templates
    • Mail Merge

Price: $275.00

ACT! 101: Beginning Edition for the End User

$275.00


  • Elements of ACT! Screens
    • Custom Database
    • Custom Layout
    • View bar
    • Contact View
    • List View
    • Task View
    • Calendar Views

  • Using Act! Find A Contact
    • Lookup methods
    • Lookup results
    • Navigating through the results

  • Manage A Contact
    • Schedule a to-do
    • Schedule a meeting
    • Meet with multiple contacts
    • Schedule a meeting for someone else
    • E-mail meeting notification
    • Schedule reoccurring events

  • Reporting
    • Calendars
    • Contact Information

Price: $275.00

ACT! 101: Beginning Edition for the End User

$275.00


  • Elements of ACT! Screens
    • Custom Database
    • Custom Layout
    • View bar
    • Contact View
    • List View
    • Task View
    • Calendar Views

  • Using Act! Find A Contact
    • Lookup methods
    • Lookup results
    • Navigating through the results

  • Manage A Contact
    • Schedule a to-do
    • Schedule a meeting
    • Meet with multiple contacts
    • Schedule a meeting for someone else
    • E-mail meeting notification
    • Schedule reoccurring events

  • Reporting
    • Calendars
    • Contact Information

Price: $275.00

GoldMine 201: Advanced GoldMine Premium Edition for the End User

$375.00


  • Editing Contacts

  • Advanced Filters

  • Groups

  • Scheduling

  • Correspondence

  • Literature Fulfillment

  • Messaging

  • Advanced E-Mail

  • Using Reports

  • Customizing GoldMine

  • Opportunity/Product Management

Price: $375.00

GoldMine 201: Advanced GoldMine Premium Edition for the End User

$375.00


  • Editing Contacts

  • Advanced Filters

  • Groups

  • Scheduling

  • Correspondence

  • Literature Fulfillment

  • Messaging

  • Advanced E-Mail

  • Using Reports

  • Customizing GoldMine

  • Opportunity/Product Management

Price: $375.00

GoldMine 101: Beginning GoldMine Premium Edition for the End User

$375.00


  • Getting Acquainted with GoldMine

  • Adding Records

  • Finding Contacts

  • Contact Maintenance

  • Calendars

  • Scheduling

  • Introduction To Filters

  • Correspondence

  • E-Mail

  • Introduction To Reports

  • The Organizational Chart

Price: $375.00

GoldMine 101: Beginning GoldMine Premium Edition for the End User

$375.00


  • Getting Acquainted with GoldMine

  • Adding Records

  • Finding Contacts

  • Contact Maintenance

  • Calendars

  • Scheduling

  • Introduction To Filters

  • Correspondence

  • E-Mail

  • Introduction To Reports

  • The Organizational Chart

Price: $375.00

GoldMine 101: Beginning GoldMine Premium Edition for the End User

$375.00


  • Getting Acquainted with GoldMine

  • Adding Records

  • Finding Contacts

  • Contact Maintenance

  • Calendars

  • Scheduling

  • Introduction To Filters

  • Correspondence

  • E-Mail

  • Introduction To Reports

  • The Organizational Chart

Price: $375.00

Pages

Subscribe to Plain English CRM Solutions RSS