Introduction: Welcome to ACT Clever Training! This comprehensive course is designed to equip both beginners and experienced users with the necessary skills to effectively navigate and utilize ACT, a powerful customer relationship management (CRM) software. In this introductory video, Tony Holowitz, the trainer, provides an overview of what you can expect to learn throughout the course and highlights key topics to enhance your experience with ACT.

Course Overview:

1. Understanding the ACT Software: The first step in using ACT is to familiarize yourself with the software. Tony will guide you through the different versions available, including the desktop and web-based versions, and how to choose the right one for your needs.

2. Basic Navigation in ACT: Learn how to navigate the ACT interface efficiently, making it easier to move around the software and access various features. Tony will demonstrate how to find contacts and move around the screen with ease.

3. Creating and Managing Contacts: Discover how to create and work with contacts in ACT. Tony will cover topics such as finding contacts, creating groups, and managing your own contact information using the “My Record” feature.

4. Scheduling Activities: Explore how to schedule activities, such as calls, meetings, or to-dos, within ACT. Tony will show you how to efficiently manage your schedule using the ACT calendar and task list.

5. Taking Notes and Creating Histories: Learn how to take notes, make annotations, and create records or histories in ACT. This will help you keep track of your interactions with contacts and plan for future engagements.

6. Exploring ACT Menus and Tabs: Get an in-depth understanding of the different menus and tabs within ACT. Tony will guide you through each section, helping you locate essential features and information.

7. Simplifying ACT with Shortcuts and Tips: Discover handy shortcuts and tips to streamline your experience with ACT. Tony will share insights and tricks he has acquired over time to enhance your efficiency while using the software.

8. Generating Reports: Learn how to create and share reports within ACT, enabling you to analyze data and share valuable insights with others.

9. Tips and Tricks: In this section, Tony will provide valuable tips and tricks to optimize your use of ACT. Whether you are a novice or a seasoned user, these insights will prove valuable as you explore ACT’s potential.

Conclusion: Thank you for joining the ACT Clever Training course! Throughout this journey, you will gain valuable knowledge and skills to effectively utilize ACT for managing your contacts, scheduling activities, generating reports, and more. Whether you are seeking to enhance your productivity or streamline customer relationship management, ACT is a valuable tool that can significantly benefit your business. If you have any questions or need further assistance, don’t hesitate to reach out to Tony Holowitz at clever781-728-9777.com. Enjoy the training and make the most out of your ACT experience!