MaxPro Financial Clients

Productivity Classes for ACT! 5 or ACT! 6

 

 

 

Basic & Advanced ACT! Procedures

Class 1 - Introduction
Class 2 - Adding and Managing Contact Records
Class 3 - Looking up and Sorting Contacts
Class 4 - Conversation Notes and Groups
Class 5 - Histories & Attachments
Class 6 - Letters, Envelopes, & Labels
Class 7 - E-Mails with Outlook Interface-See Report Tutorial

 

Time Management Practices

Class 1 - Scheduling Calls, Meetings and To-do's
Class 2 - Creating a Daily Action Plan and Time Plan
Class 3 - Priorities, Interruptions, Delegation, and Overloads
Class 4 - Clearing Clutter from Your Desk & Workplace

 

Marketing Strategies Execution

Class 1 - Building Relationships
Class 2 - Generating Referrals
Class 3 - Tracking Money Coming Due
Class 4 - Weekly Objectives

Class 5 - Compliance Protection- See Report Tutorial

 

                  

   

 

 


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