Act! CRM Power User Class

Class Overview:
Taught hands-on* in our Plymouth training facility. This class is ideal for Act! users at all levels who are ready to improve their skills. If you’re looking to really maximize the power of Act! and increase your effectiveness using it, then this class is the right one for you.

* For attendees who are not local and would still like to attend, an online option is offered.

Class Overview and Agenda [.pdf]

Class Dates and Times:

Tuesday 5/23/2017 9:00am-4:30pm ET | Register!

Tuesday 8/22/2017 9:00am-4:30pm ET | Register!

Don’t see a date that works for you?  Contact Us

To register or to be notified of additional classes scheduled, click on the link below.

Class Size Limit: 8 students, in-person

Agenda:

  • Getting Started with ACT!
  • Working Your Contacts
  • Working with Your Schedule
  • Organizing Your Contacts
  • Communicating with Prospects and Clients
  • Opportunities & Pipeline
  • Tracking Results – Reports
  • Preferences & Maintenance
  • Wrap Up

Prerequisites:

  • Introductory knowledge of Act! is helpful.
  • Functional understanding of Microsoft Word, Excel and Outlook.

Investment:
$395 per person.

* If you don’t see a public class that works well for you, please Contact Us regarding additional dates and/or private classes.

Refund and Cancellation Policy:
Class fees are non-refundable. No refunds will be made for missed classes but you may use your registration for another class on another date. AspenTech reserves the right to cancel or reschedule classes due to low enrollment or inclement weather. If AspenTech cancels a class, you may apply your registration fee from the canceled class to another scheduled class.