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REGISTRATION FOR A CLASS/WEBINAR MUST BE RECEIVED 3 BUSINESS DAYS PRIOR TO THE DATE

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ACT! Web Training Classes 

Sit back, relax, and get training specific delivered to your desktop!  These 2 hour ACT! Webinars are lecture style presentations performed by a live instructor who is an ACT! Certified Consultant.  Each Webinar focuses on one specific topic to fit your busy work schedule and training need. Each Webinar concludes with a Question and Answer session.

NEW! ACT! Database Maintenance
Cost:  $95 per person

This webinar teaches you the basics of ACT! Database maintenance. Learn how to perform backups, duplicate check, check & repair and more!  You will receive comprehensive documentation for your use.

Target Audience:  ACT! Administrators, Business Owners, and Network Administrators, Single End-Users

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 Direct Marketing with ACT!
Cost:  $65 per person

This is a “must have” class if you are using ACT! for direct marketing. Whether you are doing direct mail or e-mail, we can teach you how to use ACT! for it all! Learn how to import marketing lists, create groups, perform email and mail merges to those contacts you would like to reach.

Target Audience:  Managers, Marketing Managers, Marketing Support Staff, and Sales Representatives

ACT! 101
Cost:  $65 per person

Learn the ACT! Way! Specific focus on the basics: Working with Contacts, Lookups; Schedule activities and tasks; Create Sales/Opportunities, write letters and Mail Merge; View and compose emails, and manage the ACT! Dashboard.

Target Audience:  New ACT! End-Users

NEW! Sales Pipeline Management
Cost:  $65 per person

Struggling to manage your sales?  Still using Excel to manage your pipeline?  If the answer is yes then this class is for you!  Learn how to put in opportunities and work them to their fullest.  Run reports to monitor your progress.  this clas has focus on tracking your sales from start to finish, and helps you see what is getting you sales and what is not.

Target Audience:  ACT! Administrators, Sales Managers, Business Owners, Sales Staff, and Support Staff

Use Groups & Companies in ACT!
Cost:  $65 per person

This Webinar focuses on how to manage contacts through the use of the Groups & Companies. Learn how to create and modify, add or remove contacts and generate lookups for Groups & Companies. 

Target Audience:  ACT! Users, Administrators, Business Owners, Marketing Support Staff, and Sales Representatives

NEW! ACT! Customizing Series*

Cost:  $175 per person

This series of webinars provides you with a step by step guide to customizing your database for efficient use both now and in the future.  Each class builds upon the other and involves interactive homework.

Webinar 1 - Determine your projected use of ACT! This session sets the framework for planning the customization of your database.  The focus will be to recognize short and long term database goals, how to discern field settings, and what level fields need to be applied.  Homework will be assigned. Class is 1 Hour

Webinar 2 - Create, define, and display fields. The second session focuses on customizing contact, company, and group layout.  Homework completed will be used in conjunction with a planned agenda to complete ideas discussed. Class is 1 Hour

Webinar 3 - Sales opportunity customization.  The third session focuses on customizing sales opportunities.  All previous sessions are reviewed for completion.  This session wraps up with a Q & A session.  Class is 1.5 hours

*Material covered builds on previous session, so attendance is mandatory for all sessions.

ACT! classroom Training Classes

Spend a day in our training facility and polish up your ACT! efficiently. Through personal guidance from one of our ACT! Certified Consultants, you can expand upon your ACT! skill sets.  Classes are kept small to maximize student interaction. All public training classes run from 9:00 am and will end by 5pm.

ACT! Power User 
Cost: $375 per person / $350 each for 2+ people from the same company
This hands-on class will teach you how to become an efficient ACT! user.  Training topics include learning the ACT! interface, managing contacts, performing lookups, manipulating list views, scheduling activities, managing sales and opportunities, writing letters and performing mail merges.  

Target Audience:  All ACT! End-Users

ACT! Advanced User (AVAILABLE UPON REQUEST)
Cost: $375 per person / $350 each for 2+ people from the same company

(It is recommended that you first attend the ACT! Power User class.) This hands-on class is an in-depth view of ACT! Power User features. Learn the advanced features in ACT!. Training topics include a basic review of ACT!, manipulating the contact list view, scheduling activities, using activity series, manipulating the task list, performing advanced lookups, managing sales and opportunities, customizing the sales process and product lists, managing groups and companies, writing queries, writing letters, customizing letters and template, using mail merge, viewing and composing email.

Target Audience:  Advanced ACT! Power-Users

ACT! Administrator (AVAILABLE UPON REQUEST)
Cost: $375 per person / $350 each for 2+ people from the same company

This hands-on class will teach you to effectively setup, manage, and maintain your database. Training topics include: User Management, Network Installation and Setup a Database, Database Maintenance, Database Diagnostics, Simple Database Repair and Trouble Shooting.

Target Audience:  ACT! Administrators, Business Owners, and Network Administrators

ACT! Customizing (AVAILABLE UPON REQUEST)
Cost: $375 per person / $350 each for 2+ people from the same company

This hands-on class is designed for the skilled ACT! user who wants to fine-tune their ACT! database by adding custom fields, modifying the layout and create custom reports.  Training topics include: create fields, define data types, and field format, create and manage drop down lists, add company logo and fields to the contact layout, set tab order, and create custom reports.

Target Audience:  ACT! Database Administrators, Business Owners, and ACT! Project Managers

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          PEACHTREE classroom Training Classes

Peachtree Basic
Cost: $375 per person / $350 each for 2+ people from the same company

This course trains the new user on general bookkeeping items such as making general journal entries, making purchase orders, paying bills, billing customers, receiving payments and paying employees. Attendees of this course would already have a company set up in Peachtree. 

Target Audience:  Ideal for new employees, CPAs or first time users of Peachtree.

Already able to perform the day to day tasks in Peachtree? Learn to automate processes using memorized transactions and alerts, send electronic bulk mail to customers, vendors or employees, reconcile accounts, apply finance charges, and create custom forms and financials. Target Audience:

Target Audience:  Perfect for Controllers, CFO’s and CPA’s.

Peachtree Special Topic:  Buying and Selling Inventory (AVAILABLE UPON REQUEST)
Cost: $375 per person / $350 each for 2+ people from the same company

Introduction to buying and selling items in Peachtree. Learn to set up items, keep track of quantities on hand, make estimates for clients, then make or purchase the items you have sold.

Target Audience:  Ideal attendees include Controllers, Bookkeepers, or Warehouse supervisors.

Peachtree Special Topic:  Job Costing (AVAILABLE UPON REQUEST)
Cost: $375 per person / $350 each for 2+ people from the same company

Introduction to Job Costing in Peachtree. Learn to track job related expenses. Attribute labor to a job even if you don’t run Payroll through Peachtree. Find an answer to the question “How much did we make on this job?”

Target Audience:  Ideal attendees include Controllers, Bookkeepers, and Contractors.

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Peachtree Special Topic: Advanced General Ledger (AVAILABLE UPON REQUEST)
Cost: $375 per person / $350 each for 2+ people from the same company

Advanced General Ledger. Learn to create budgets, merge accounts, use reports and create custom financials in Peachtree.

Target Audience:  Perfect for Controllers, CFO’s and CPA’s.

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QUICKBOOKS classroom Training Classes

QuickBooks Basic

Cost: $375 per person / $350 each for 2+ people from the same company

This course is for new users just getting started with QuickBooks. Learn to work with lists, bank accounts, customers, vendors, and employees. Learn to make general journal entries, purchase orders, and invoices. Learn to pay bills and receive payments.

Target Audience:  New users or small business owners about to start keeping their books in QuickBooks, CPA’s, and bookkeepers.

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QuickBooks Advanced
Cost: $375 per person / $350 each for 2+ people from the same company

This course trains the new or advanced user on general bookkeeping items such as working with lists and accounts and advanced topics such as setting up a company from scratch, setting up inventory, sales tax, estimating and progress billing, and tracking time.

Target Audience:  Ideal for CPAs, controllers, current users or companies switching to QuickBooks.

For further information, or for details and pricing for Private Training or training on other versions of ACT!, please contact 410-309-9550 or stepup@stewarttechnologies.com

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