ACT Advanced Contact Management 

In our advanced ACT class, students learn how to customize the ACT environment, and really fine-tune ACT for real estate. We show how to customize the fields in ACT and how to create new custom fields.  Further, we show students how to customize the look and feel of the ACT screen to make it best work for them.  We will spend time on the standard ACT reports, and the class will learn the basics of creating their own custom reports.  Participants will also learn about mailing labels, form letters and how to create emails and email merges.

We will briefly review the basics of doing searches, and then we will explore some advanced search methods.  We will also provide a quick review of the calendar functions, and then look at some advanced scheduling techniques, including setting up activity series.  Students will also be shown how to use the powerful Sales Opportunities tool, and will see what an asset this is for real estate listings.

We will have a discussion of synchronization via email, as well as synchronizing ACT with a handheld device, and we will see how ACT works in a network environment.

Helping REALTORS® Through Technology

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