Act! CRM Remote Access Training

Remote Access training at our/your premises; whichever suits you.


Remote Access training is a great way for beginners and experienced users to ensure they are working confidently and efficiently with Act! Premium CRM, Act! Growth Suite and Act! Pro. Training is tailored to your requirements to ensure you get the most out of the session. Speak directly with a trainer to plan your course content, discuss any special areas of emphasis and your desired outcome.

Benefits of remote access training:
  • Focus on areas most relevant to your company
  • Discuss features/functionality in more depth and complete confidentiality
  • Save time and money on traveling
  • Train on the same version of the software that you own

For bookings, or to discuss training requirements please contact us:

Act! CRM Bespoke Training

Training can be tailored to your business requirements so you can pick and choose the topic areas/features you'd like to focus on, whether onsite, in our classroom or remotely. Our advisors will be able to determine the amount of time that should be allocated for the training session.

  • Introduction to Act! & navigating the software
  • Dealing with Contacts
  • Dealing with Companies
  • Recording History & Notes
  • Lookups
  • E-mail Integration
  • Scheduling Activities
  • Managing Opportunities
  • Letters & Mail Merges
  • Duplicates & Global Changes
  • Managing Users
  • Creating Fields
  • Customising Layouts
  • Customising Menus & Toolbars
  • Importing and Exporting Data
  • Act! Reports/Insights*
  • Act! Dashboards
  • Backups & Database Maintanence
  • Act! Marketing Automation (AMA)

Advantage Services' Training Reviews

Alternative Act! training formats and related links



Sage Platinum Business Partner logo
Exact Platinum Business Partner logo
Act Platinum Business Partner logo
Zoho Authorised Partner logo
Greater Birmingham Chamber of Commerce logo