Stacy Roach is one of 7 top ACT! Certified Consultants presenting a 6 week webinar series on ACT! Productivity tips to benefit the Red Cross Haitian Relief Effort...

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Po3 Training Agendas

Over many years of training ACT! users, Po3 has developed three training classes to meet a variety of ACT! training needs. Starting with our Quick Start overview, to our detailed Introduction to ACT! or our ACT! Advanced End User, you can find an ACT! training agenda to meet the needs of your organization. This e-mail address is being protected from spambots. You need JavaScript enabled to view it to learn more about how ACT! training can help you really maximize your investment in ACT!

ACT! Quick Start 

This course is ideal for students who are new to ACT! and want a quick overview of how to get around in ACT! If you're looking for a brief review of the program, this is the class you should take.

  • Navigating the ACT! Screens
  • Understanding Contact, Groups & Companies
  • Creating A Database
  • Adding Users
  • Adding Contacts
  • Finding Contacts
  • Wrap Up

Introduction to ACT!

This course is ideal for students who are new to ACT! and want to learn the best practices for effectively using the program. If you're looking to get up and running on ACT! quickly, but efficiently, this is the class you should take.

  • What is Customer Relationship Management?
  • Understanding the ACT! Screens, Tabs and Views
  • Creating/Editing Contacts
  • Working with Companies
  • Finding Contacts
  • Simple Data Mining & Queries
  • Tracking Follow-up Activities
  • Tracking History
  • Using Notes
  • Attaching Files
  • Using the Calendar
  • Using the Task List
  • Outlook Calendar Integration
  • Outlook E-mail Integration
  • Managaing E-mail Communication
  • Wrap Up

ACT! Advanced End User

This course is designed for students who are familiar with the basics of ACT! and are ready to take their ACT! skills to the next level. If you're looking to really maximize the power of the ACT! program, then this class is the right one for you.

  • Advanced Data Mining & Queries
  • The Power of ACT! List Views
  • Advanced Scheduling
  • Advanced Calendar Usage
  • Advanced Task List Usage
  • Maps & Driving Directions
  • Working with Groups & Sub-Groups
  • Working with Companies & Divisions
  • Preference Settings for Power Users
  • Writing Letters
  • Using the Mail Merge function
  • Tracking Sales Opportunities
  • Wrap Up