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Using ACT to Get Totally Organized
7 Classes:
Organizing Your Database - Session One - ACT! Features, Short Cuts, Preferences and Views; Creating & Deleting Databases, Maintenance and Backing Up; Adding and Deleting Contact Records, Data Entry Rules and Drop Down Menus; Finding All "A" Clients; "B" Clients; "C" Clients; Hot Prospects, etc.; Sorting, Editing, and Tagging Records and Creating Instant Reports; Creating Groups, Sub-Groups, Re-Naming Groups, Deleting Groups; Adding & Deleting Group Members Individually or En-masse; Using the Notes Section to Stay On Top of Promises and Commitments; Using the Histories Function to Improve Compliance Requirements.
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ApproxTime |
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Class 1 - ACT! Primary Functions |
16 minutes |
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Class 2 - Adding & Managing Contact Records |
54 minutes |
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Class 3 - Looking up and Sorting Contacts |
35 minutes |
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Class 4 - Group Functions and Notes Section |
18 minutes |
Organizing Your Activities - Session Two - Sending Letters, Envelopes, Labels, and Designing Shortcuts; Creating & Organizing new Letter Templates, and Performing Simple Mail Merges; Executing Address Swaps so only 1 set of Templates Work with Multiple Addresses; Refining Lookups with Multiple Parameters for Performing Complex Mail Merges; Sending Individual e-mails, Attachments, and Broadcast e-mails; Scheduling Activities for a Single Contact and for Multiple Contacts at the Same Time; Setting Preferences for Scheduling and Filtering User's Calendar Views; Scheduling Appointments, Setting Priorities, and Delegating Tasks to Team Members; Creating Daily Action Plans, Print-outs, Using the Task List.
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Approx. Time |
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Class 1 - Histories & Attachments |
18 minutes |
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Class 2 - Letters, Templates, Mail Merges, Envelopes, and Labels |
46 minutes |
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Class 3 - Calendars & Scheduling |
60 minutes |
Using ACT for Time Management Skills
5 Classes:
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Approx. Time |
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Class 1-Creating a Daily Action Plan/Time Plan |
29 Minutes |
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Class 2-Priorities, Interruptions, Delegation and Activity Overloads |
26 Minutes |
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Class 3-Organizing Your Desk & Clearing Clutter |
17 Minutes |
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Class 4-Goals & Projects/Scheduling a Series of Activities |
18 Minutes |
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Class 5-Weekly Strategy Planning - The Key to Goal Achievement |
37 Minutes |
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- Free Phone Support for First 10 Min of Any Support Call with a Limit of $60 Per Year
- Reduced Charges for Consulting, Data Transfer, Network Setup, Synchronization & ACT Troubleshooting
- ActOrganized Web Site - Private Site exclusively for Premier Clients to Access Training Classes and for Downloading Newly Developed Reports, Tutorials, etc.
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