CRMData Limited Act! Software Specialists 01483 427484
CRMData LimitedAct! Software Specialists01483 427484

Training Options

Helping you to get more out of Act!

Our sessions are tailored to suit you, and are conducted with your specific requirements in mind. Using your workflow and database design we ensure that the sessions are relevant and meaningful from the start.
We will show you how to use the software in your organisation, as well as making sure that all of the 'must haves' are covered.


We visit you and deliver the session at your pace.

• Bespoke training sessions - or follow one of our suggested courses
• Group Act! training or one-to-one tuition
• Training at your premises using your own database
• Expert Act! consultative advice from specialists who will quickly build user confidence, enthuse teams and secure user acceptance


Some of the topics covered during our sessions include:

Introducing Act! for new users

  • Data Entry and Record Basics, searching the database
  • Creating Companies and Contacts - their relationship
  • Using Groups
  • Managing the Diary - Scheduling Activities
  • Opportunity Management
  • Sending emails and mail merging
  • Creating Documents and  Using Templates
  • Running Reports

For the More Advanced or Administrative Users

  • Advanced Queries
  • Editing Reports and Using Dashboards
  • Importing and Exporting Data
  • Creating Templates
  • Database Housekeeping
  • Customing Act! - Fields and Layouts
  • Creating Users
  • Database Security

You can mix and match these suggested topics.

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