Act Software for Financial Advisors

 

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MaxPro Productivity System
Featuring ACT! - # 1 Selling Contact Manager for the Past 20 Years

ACT! 2011 Training Videos

Price is normally $159 for set, but are FREE when ACT! 2011 is ordered through MaxPro.

The price for ACT! 2011 with MaxPro is the same as shown at the ACT! website.

 

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