Setting the Stage for Sales Success
Phoenix Partners
513-898-1040
sales@OhioACTpros.com
 
Click Here to Register Now!

Phoenix Partners Public Training Schedule

All training classes take place at our training lab in Blue Ash. Morning classes run from 8:30-12 and afternoon classes run from 1-4:30. Classes sizes are limited and are very focused. Questions, examples and real-life situations are welcome! Individual classes cost $249 with volume discounts available. Please call for details -- 513-898-1040.

Contact Management

  • Maintaining Contacts
  • Lookups
  • Scheduling Activities
  • Communications

call for schedule

Sales Management

  • Groups and Companies
  • Opportunities
  • Dashboards
  • Advanced Lookups/ Data Mining
  • Reporting
call for schedule

Marketing

  • Mass communications (ACT)
  • Email Marketing (Swiftpage)
  • Campaigns (Swiftpage)
  • Metrics/Measuring
  • Surveys
call for schedule

Reporting

  • ACT! Custom Report Writer
  • Stonefield Query
  • Reporting with Excel Pivot Tables
call for schedule

Customization

  • Database Design (fields)
  • Layouts (screens)
  • Customizing Menus & Toolbars
  • Templates & Reports
call for schedule

Administering ACT!

  • Installation – Server & Workstation
  • User Management
  • Security
  • Routine Maintenance
  • Importing Data
call for schedule

Call us today at (513) 871-7527 or

Click Here to Register Now!

Home      • Services      • Products      • Your Account      • Support      • Contact Us

Copyright © Phoenix Partners 2009        Privacy Policy | Terms Of Use | Site Map