Workflow in ACT! – automating business practices so you can go Sell!

By Patricia Egen • October 11th, 2016
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  • December 2, 2016
    2:00 pm - 3:00 pm

Everyone wishes they had extra time or additional people to get things done.  That’s not always possible. ACT! can help automate repetitive tasks so you can be free to spend time making money.  Need customers to renew contracts? Act can remind you and even automatically send out emails. Have a series of tasks you always do with a new client.  Act! can add them automatically to the calendar and remind you. Pat Egen, CRM expert, and President of Patricia Egen Consulting will show you these hidden gems as well as introduce you to addons that can add even more power to ACT!

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Thanks for registering.  Here are the gotomeeting details – they are the same for both classes.

Friday July 27, 2PM to 5PM EDT – Part 1

Thursday August 2, 2PM to 5PM – Part 2

SQL Class

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