MaxPro Financial Clients

Productivity Classes for ACT! 8 or ACT! 9 or ACT! 10

Orientation Class

ACT! Basics Classes 

Overview

New Database & My Record

Managing Contact Records

Managing Histories & Attachments

Looking Up Contacts

Using Contact List

ACT! Advanced Classes 

Running Reports

Managing Groups

Executing Mail Merge

Integrating ACT & E-mail

Managing Companies

ACT! Administration

Time Management Classes

Managing Calendar

Creating a Daily Action Plan & Time Plan [Audio Only]

Priorities, Interruptions, Delegation, and Overloads [Audio Only]

Clearing Clutter from Your Desk & Workplace [Audio Only]

Integrating Outlook Calendar

Weekly Objectives [Audio Only]

Marketing Strategies Classes

Building Relationships (Under Development)

Generating Referrals (Under Development)

Managing Opportunities

Tracking Money Coming Due (Under Development)

Marketing Reports (Under Development)

Using Dashboards

Compliance Report (Under Development)

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