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ACT! "PLAT" TRAINING SESSIONS
Private – Only you or your team and the ACT! trainer participates in the session
Live – Interactive web session and telephone conference, be guided
through whatever tasks you want to accomplish
ACT! – Your ACT! program and database by training on your desktop or
ours
Training – Your session trainer participates in Sage Software’s ACT!
Premier Trainer AND ACT! Certified Consultant programs and has extensive
product knowledge
How it Works...
Contact us to schedule the data and time of your session. Let us the information
and the topics you would like to cover in your session. You will
receive an email that contains meeting ID, conference call number and a link
to connect to the session. A few minutes prior to your session start time,
click on the link and you will be asked to download the citrix client that
will complete typically in less than a minute.
Security and Confidentiality...
GoToMeeting is the most secure online meeting product available. It is the
only solution to use industry-standard SSL and U.S. government-standard
128-bit AES encryption to ensure that your sessions are always secure. Also,
it is not possible to catch or spread a virus or become exposed to spyware
when you are using GoToMeeting as either a host or attendee.
The Fine Print...
All Refunds, Rescheduling and Cancellations are subject to a $25.00
non-refundable processing fee, per session. Refunds are provided for
cancellations made at least one week (5 business days) prior to the day of
the session. NO REFUNDS are allowed if cancellation is made less than
5 business days prior to the session. Sessions may be rescheduled (1) If
notice is provided more than 5 business days prior to session date, the date
may be rescheduled within 30 days of notice or the option for a refund; (2)
If notice is provided less than 5 business days prior to session, the date
may be rescheduled within 30 days of notice and there is no eligibility for
a refund. No rescheduling or refunds are allowed for “no shows”. While we make every effort to deliver all sessions for which we accept
registrations, we reserve the right to cancel or reschedule at any time. We are not liable for any expenses you may incur.
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ACT!
TRAINING TOPICS
Select a standard course or pick the topics
to be covered for a custom training session. Below are training
topics grouped by general use and skill level, you can select a standard
course or pick your topics to create a custom sessions. As each user role
or department (sales, service, marketing, management) may utilize the
program differently we can provide a custom session based on job function
requirements.
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NEW USER |
ADVANCED USER |
MANAGER |
ADMINISTRATOR |
|
Workspace & Contacts |
Advanced
Queries |
Lookups |
Import/Export |
| Contact
List |
Groups |
Advanced Queries |
Manage
Users |
| Lookups |
Companies |
Opportunities |
Preferences |
| Notes &
Histories |
Activity
Series |
View Dashboards |
Synchronization |
|
Activities |
Smart Tasks |
Customize
Dashboards |
Custom
Fields |
|
Opportunities |
Custom
Templates |
Run Reports |
Layouts |
| Letters
& E-mail |
Custom
Reports |
Customize Reports |
Custom
Dashboard |
| Reports
& Dashboards Views |
Modify
Menus |
Modify Menus |
Database
Maintenance |
ACT! TRAINING CERTIFIED

Platinum CRM Consulting provides
remote access training & technical support services for
Sage ACT! CRM software in Alabama (AL), Alaska (AK), Arizona (AZ),
Arkansas (AR), California (CA), Colorado (CO), Connecticut
(CT), Delaware (DE), Washington DC (DC), Florida (FL),
Georgia (GA), Hawaii (HI), Idaho (ID), Illinois (IL),
Indiana (IN), Iowa (IA), Kansas (KS), Kentucky (KY),
Louisiana (LA), Maine (ME), Maryland (MD), Massachusetts
(MA), Michigan (MI), Minnesota (MN), Mississippi (MS),
Missouri (MO), Montana (MT), Nebraska (NE), Nevada (NV), New
Hampshire (NH), New Jersey (NJ), New Mexico (NM), New York
(NY), North Carolina (NC), North Dakota (ND), Ohio (OH),
Oklahoma (OK), Oregon (OR), Pennsylvania (PA), Rhode Island
(RI), South Carolina (SC), South Dakota (SD), Tennessee
(TN), Texas (TX), Utah (UT), Vermont (VT), Virginia (VA),
Washington (WA), West Virginia (WV), Wisconsin (WI), and
Wyoming (WY). |
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