ACT Training
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Transcript of ACT Training
![Page 1: ACT Training](https://reader033.fdocuments.in/reader033/viewer/2022051520/58ef24611a28ab9b3c8b45c3/html5/thumbnails/1.jpg)
9 Ways to Increase Profits, Increase Productivity and Reduce Expenses for
Your Business Using ACT!
www.crollproductivesynergy.com
![Page 2: ACT Training](https://reader033.fdocuments.in/reader033/viewer/2022051520/58ef24611a28ab9b3c8b45c3/html5/thumbnails/2.jpg)
What We Are Learning Today
• Setup your ACT!
• Email prospects
• Track history
• Contacts
• Your Calendar
• Using Groups
• See Existing Opportunities
• Multiples leads 1 Company
• Organized To Do
![Page 3: ACT Training](https://reader033.fdocuments.in/reader033/viewer/2022051520/58ef24611a28ab9b3c8b45c3/html5/thumbnails/3.jpg)
WELCOME
• Outlook Email & ACT
• Calendar Preferences
• Companion Link or ACT! Mobile Live
![Page 4: ACT Training](https://reader033.fdocuments.in/reader033/viewer/2022051520/58ef24611a28ab9b3c8b45c3/html5/thumbnails/4.jpg)
CONTACTS
• Entering information
• Categorizing
• Privacy Settings - Access
• Assigning Sales People
![Page 5: ACT Training](https://reader033.fdocuments.in/reader033/viewer/2022051520/58ef24611a28ab9b3c8b45c3/html5/thumbnails/5.jpg)
Contact - Schedule Activities
• Call
• Meeting
• To Do
• History Item/Task
![Page 6: ACT Training](https://reader033.fdocuments.in/reader033/viewer/2022051520/58ef24611a28ab9b3c8b45c3/html5/thumbnails/6.jpg)
Contact – Email & Correspondence
• Write Email
• Create Letter & Envelope
• Edit a Template
• Choose a Template
![Page 7: ACT Training](https://reader033.fdocuments.in/reader033/viewer/2022051520/58ef24611a28ab9b3c8b45c3/html5/thumbnails/7.jpg)
Contact – Tabs
• History
• Notes
• Documents
• Secondary Contacts
• Relationships
• Web Info
• Personal Info
![Page 8: ACT Training](https://reader033.fdocuments.in/reader033/viewer/2022051520/58ef24611a28ab9b3c8b45c3/html5/thumbnails/8.jpg)
GROUPS
• Creating & Editing• Creating an Activity• Writing A Letter• Adding Documents• Notes• Opportunities• Subgroups
![Page 9: ACT Training](https://reader033.fdocuments.in/reader033/viewer/2022051520/58ef24611a28ab9b3c8b45c3/html5/thumbnails/9.jpg)
• Creating & Editing• Creating an Activity• Adding Documents• Notes• Opportunities• Divisions• Web Info
COMPANIES
![Page 10: ACT Training](https://reader033.fdocuments.in/reader033/viewer/2022051520/58ef24611a28ab9b3c8b45c3/html5/thumbnails/10.jpg)
• Views • Access & Filter View• Scheduling an Activity• Adjusting Preferences• Clearing Activities• To Do List & Dashboard
CALENDAR
![Page 11: ACT Training](https://reader033.fdocuments.in/reader033/viewer/2022051520/58ef24611a28ab9b3c8b45c3/html5/thumbnails/11.jpg)
• Creating• Product List • Importing List• Adding People, Groups/Companies• Creating Quote• Customizing Sales Cycle
OPPORTUNITIES
![Page 12: ACT Training](https://reader033.fdocuments.in/reader033/viewer/2022051520/58ef24611a28ab9b3c8b45c3/html5/thumbnails/12.jpg)
• Integration• Types • Using it• History• Creating & Sending Blasts• How Effective
eMARKETING
![Page 13: ACT Training](https://reader033.fdocuments.in/reader033/viewer/2022051520/58ef24611a28ab9b3c8b45c3/html5/thumbnails/13.jpg)
• Snapshot of Progress
• Different Styles
• All info one Place
• Customizable
DASHBOARD
![Page 14: ACT Training](https://reader033.fdocuments.in/reader033/viewer/2022051520/58ef24611a28ab9b3c8b45c3/html5/thumbnails/14.jpg)
CONLUSION
• Create Best Practices
• Integrate Technology
• Use ACT! to Increase– Productivity– Profits– Reduce Expenses
![Page 15: ACT Training](https://reader033.fdocuments.in/reader033/viewer/2022051520/58ef24611a28ab9b3c8b45c3/html5/thumbnails/15.jpg)
Questions ?
www.crollproductivesynergy.com