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Act Training and Support

Act!  Training

On-Line and On-site Classes Are Available!

All ETS classes have been developed by ACT! trainers and Certified Consultants. These classes are vital to any sales manager, salesperson, small business manager, consultant, purchasing agent, stockbroker, or professional using ACT!.   Availalble in 2 to 8 hour sessions.

On-Site or on-Line live web based ACT! Training

Focused on the specific needs of your business, ETS on-site classes are tailored to your specific ACT! installation requirements and customizations.

Key Benefits

  • Discover time saving tips, shortcuts and undocumented features!
  • Sharpen your work habits!
  • Learn from experts!
  • Spend less time looking for answers in the instruction manual!
  • Spend more time developing new business and improving sales!

Courses Offered

e tech offers several levels of ACT! training tailored to your specific level of expertise with ACT!. Whether you are just starting to use ACT! and want the basic essentials or if you’re an experienced user looking for more effective ways to get the most from ACT!, ETS has a course to meet your needs.

ACT!  Level I

This intensive course thoroughly covers all essential aspects of ACT! for Windows.  An overview of all ACT can do and exercises for the basics everyone needs.   Lookups, reports Adding information,  setting alarms and scheduling call backs, tacking opportunities.    We take each student to the next level.

ACT!  Level II

Designed for the more experienced user, Level II focuses on ACT!’s powerful advanced features.  Lookups, searches,  customizing the layout, templates, and reports.

ACT!   Level III
ACT! Level III – Hands-On Labs & Workshops

These advanced courses were expressly developed for experienced users, database managers, IT staff, etc. Each level III course provides an in-depth exploration of a specific ACT! feature or application. The courses are intensive and taught “hands-on” in a lab atmosphere by E Tech’s senior ACT! Certified consultants.

Advanced Administration Workshop:

Get the knowledge you need to set up, maintain, and troubleshoot a multi-user ACT! installation.

Avoid problems and accelerate recovery should disaster strike!  Learn the proper maintenance procedures for ACT! databases and systems. Learn how to link ACT! users in different offices (such as a field sales force) to the same database. Find out how to transfer ACT! contacts and updates to multiple users. Learn the basics of data synchronization (“synching”). And, get the necessary technical foundation to successfully implement maintenance functions and to troubleshoot difficulties.

If you are responsible for an ACT! installation in an office with multiple users or are responsible for maintaining your office database, then this course is a must.

ACT! Add-Ons: Numerous “after market” add-on applications increase the functionality of ACT!. This course explains how to install, configure, and use popular add-on software such as OAK!Merge and  AMA:Act! Marketing Automation.