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ACT! Software Training in Denver, Chicago, Ann Arbor, Indianapolis, New York, Connecticut and New Jersey

Training is an integral part of any successful software investment. That's why we recommend training with every ACT! Software system we install. The CRM Connection will help you to use ACT! Software to its fullest potential, whether you are using ACT! 2008, ACT! 2007, ACT! 2006, ACT! 2005 or ACT! 6.0. Guaranteed!  

The CRM Connection’s customer relationship management software training program includes a full roster of ACT! classes. Put your staff on the right track with training on ACT Basics, ACT 2005, ACT 2006, ACT 2007, ACT 2008, ACT 6.0 training, ACT Introduction and Advanced ACT training.

  • Click Here for information about Private Training for your company 

  • Click Here for information about our ACT! Multi-Media Training CD-ROM

  • See below for Public Training at our location

Our informative, supportive classes will get your ACT! software training off to the best start. We have 6 ACT! Premier Trainers on staff. Our senior consultant, John Kaufman, currently teaches ACT! courses at BCI Executive Training Group in the Denver Tech Center.  John is the only ACT! Certified Consultant in the state with credentials from the Colorado Department for Higher Education to teach Business Education in Computer Information Systems. Elaine Wirth, Ron Madara, Rita Kogstad, Zvi Flanders and Mark Mondo are the lead ACT! Premier Trainers in New York, New Jersey, Connecticut, Michigan and Illinois.

Please click on any class name to enroll or send a question

 ACT! TRAINING SCHEDULE - Denver

ACT! Level 1

May 27

 Tuesday  -  8:30 – 1:00

 $169

ACT! Level 2

To be announced

 Tuesday  -  8:30 – 2:00

 $199

ACT! TRAINING SCHEDULE - Chicago, Ann Arbor, Indianapolis, New York, New Jersey and Connecticut - Call for information

Using ACT!  Level 1- The Basics: 

This 4.5 hour course is ideal for first-time users and people who are just getting started with ACT! 2005, ACT! 2006, ACT! 2007 and ACT! 2008.  First we review the basic ACT! functions and then continue with hands-on training, including: Review of ACT's features, Organizing the Database, Entering Contacts by Relationships, Groups and Companies, Scheduling, Communicating via E-mail, Fax, and Word Processing. Also covered: How to Properly Use Notes and History, Calendar/Task List, Mail-Merges, Reports, the Opportunity Manager and Dashboards.


Using ACT! Level 2 - Advanced: 

This 5.5 hour course Advanced ACT! training is ideal for users who are comfortable using ACT! 2005, ACT! 2006, ACT! 2007 and ACT! 2008..  We review such topics as:  ACT! Settings, Database Maintenance, Customizing Databases and Layouts, Managing Users, Add/Delete Fields, Create New Tabs, Advanced Look-ups, Creating Custom Activities,  We also cover: Creating Drop-Down Menus, Importing Data and Troubleshooting. 


 

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