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I thought the class went very well. It was nice to be able to see the screens while you were talking about them. There was enough information to begin to understand ACT, but not enough to overwhelm you. I am looking forward to ACT 2 at the end of the month. (Great job on teaching the Old and New ACT at the same time). Thanks Tony!
 

Good starting point Tony. I've jumped into ACT as of this weekend - entered "Status / ID" for everyone. Started today to use "Task List"...CANNOT get my screen to look like yours. Missing phone #'s on task list and in main contact screen, cannot seem to make more condensed to see "Assistant's name", for instance. Mostly "set-up / preference" woes, I expect...but a bit frustrating, getting started. Maybe need a (brief) Phone conference w/ you to help.


 

 


ACT! 3
When I sat down to develop an outline for our ACT! 3 class I was faced with a dilemma: how do I make this class interesting and informative to a broad audience of ACT! users? As I pondered that, I realized there are different types of ACT! users that would benefit from this class.

For example, an individual salesperson whose focus is purely on sales, a small business owner who is responsible for everything, a sales manager that is responsible for a sales staff and accountable to upper management.  I can't forget the IT department that doesn’t necessarily use ACT! but is responsible for its upkeep. What are the issues they face as everyday ACT! users and how do you incorporate it into one class?

I realized that it is virtually impossible to create a single class to accommodate everyone, so I decided that ACT! 3 will be an overview of many things and our individual on demand classes will go into more depth.

You can view our on demand classes 24/7/365 (available after 2/15/2008 to subscribers).  The classes are:
 
ACT! for Small Business Owners
ACT! for Salespeople
ACT! for Sales Managers
ACT! for the IT Department and Administrators

In addition we will have tutorials that deal with specific issues as they relate to ACT!.
_______________________________
 
ACT! 3 Class Outline
 
Stage 3: Reviewing where you've been
Working more Effectively & Efficiently with ACT!
Fine Tuning Lookups
Groups: The Pros and Cons
Layout options
Reports
Reports vs. Lookups
Importing contacts from outside sources
Handheld Devices
Backup your ACT! data (two ways)
ACT! addon products.
Keep it Simple
Permissions
Reviewing and implementing your goals
Scheduling Tips
Sharing a Database
Taking ACT! with you.
The ACT! layout
To Sync (Synchronization) or not to Sync?
GoToMyPC
Tools That compliment ACT!
ACT! Maintenance
 
Misc.
ACT! Assistants
Managing your sales manager
Lead by example
ACT! for Sales Managers
Getting Help
 
Extended Question & Answer Period



 

 

   

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