MaxAct Customization for ACT! 2009

The Ultimate Solution for Client Retention, Acquisition, & Compliance

MaxPro Training Classes Sample

Overview

New Database & My Record

Managing Contact Records

Managing Histories & Attachments

Looking Up Contacts

Managing Contact List

Managing Calendar

Managing Opportunities

Managing Groups

Managing Companies

Executing Mail Merge

Integrating ACT & E-mail

Sharing Outlook Calendar

Running Reports

Running Dashboards

ACT! Administration

Sample Overview Topics:

ACT! Introduction & Objectives 

Toolbar & Record Counter                              

ID Status Field                                                     

Last Results                                                           

The Tabs                                                               

Side Bar                                                                  

Layouts                                                                   

Screen Elements 

Drop-down Menus

Contact Detail

Referred By

Attach Web Page to Contact