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Po3 Training Agendas

Po3 offers three public training classes, from our Quick Start overview, to our detailed Introduction to ACT! or our ACT! Advanced End User, you can find a class to meet your needs. If you have more than 3 participants, contact us to save 10% on each registration.

ACT! Quick Start - On-line, $49 per participant

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!- On-line, $129 per participant

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 - On-line, $159 per participant

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