TopLine Dash Training - ACT! Reports

We offer a 60-minute web-based training and coaching session for users of TopLine Dash. In this class you will learn the necessary skills to build dashboards in minutes and create powerful customized ACT! reports. We teach you how to use the dashboard interactively to manage your activities, opportunities, maintain your data and communicate more effectively.

Topics include:

Filters: Use filters to set-up new dashboards for the following views:
- Activities
- Histories
Notes
- Opportunities
- Product Opportunity
- Contacts/Leads
- Queries
- Calendar
Manage your activities and opportunities interactively
Sync your contact list view with your activity, history, opportunity and contact detail view
Preferences
- Colors
- Dashboard
- Drag and drop dashboards
- Rename, delete, read-only dashboard
Dashboard reporting
- Set print preferences
- Format your reports

Cost is $150 per person with the recent purchase of TopLine Dash. For more information, contact our office at 800-880-1960.

TopLine Dash Training, ACT Reports, CRM Reports Options in Milwaukee, Wisconsin; Chicago, Illinois; Indianapolis, Indiana; St. Louis, Los Angeles and Orange County.

and prepayment via check accepted

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