Act Software for Financial Advisors
MaxPro Productivity System
Featuring ACT! - # 1 Selling Contact Manager for the Past 20 Years
Each of the 16 Classes at left has a separate set of Topics          There are over 100 Topics contained within the 16 Classes.
ACT! Classes:

Topics of Overview Class:

Overview

ACT! Introduction & Objectives 

New Database & My Record

Toolbar & Record Counter

Managing Contact Records

ID Status Field            

Managing Histories & Attachments

LaYst Results      
The Tabs  
Managing Contact List
Side Bar  
Managing Calendar
Layouts     
Managing Opportunities
Screen Elements 
Managing Groups
Drop-down Menus
Managing Companies
Contact Detail
Executing Mail Merge
Referred By
Integrating ACT & E-mail
Attach Web Page to Contact
Sharing Outlook Calendar
 
Running Reports
 
Running Dashboards
 

ACT! Administration