ACT! CRM 2013 1-2 Hours Training
3881
$$
- Posted:
- Proposals: 2
- Remote
- #310389
- Archived
Description
Experience Level: Intermediate
Hi Guys
I have just installed ACT! CRM 2013 and at this stage would like to use it as a standalone solution for myself, and not multiple users on a network/via web. The last time I used ACT! was back in 2010, and whilst I know the majority of what I need to know for my needs, I would like to basic help in the following areas:
1) Creating and exporting reports into an Excel format. These reports need to include only a few areas within each customer field. (The Excel template will need to be the same for each report)
2) Customizing fields (adding new fields and taking out existing fields).
3) Managing databases
The above may seem like I am after a lot, but that's probably because I describe things better over the phone rather than ranting on when writing. I would imagine that for an ACT! professional you would be able to answer my questions (and show me) all of the above within 2 hours maximum.
Looking to get this done ASAP
Let me know what you can do for me and how much it will cost.
Look forward to hearing from you
Mark
I have just installed ACT! CRM 2013 and at this stage would like to use it as a standalone solution for myself, and not multiple users on a network/via web. The last time I used ACT! was back in 2010, and whilst I know the majority of what I need to know for my needs, I would like to basic help in the following areas:
1) Creating and exporting reports into an Excel format. These reports need to include only a few areas within each customer field. (The Excel template will need to be the same for each report)
2) Customizing fields (adding new fields and taking out existing fields).
3) Managing databases
The above may seem like I am after a lot, but that's probably because I describe things better over the phone rather than ranting on when writing. I would imagine that for an ACT! professional you would be able to answer my questions (and show me) all of the above within 2 hours maximum.
Looking to get this done ASAP
Let me know what you can do for me and how much it will cost.
Look forward to hearing from you
Mark
Mark M.
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9 May 2024
United Kingdom
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