Getting Started with Act! Growth Suite

New to Act!? Getting started is easy. Choose your deployment method below and follow the steps to get up and running quickly and easily.

Import Your Contacts

Upload contacts into your Act! database. Don’t have existing contacts to import? No problem! Skip ahead to step 2.

Start Using Act!

Get to know Act!. Create your first contact, group, and opportunity. Explore Act! features through video tutorials, guides, and additional resources.

Start Using Act! Marketing Automation

Get started with Act! Marketing Automation. Configure your account settings, create your first template, and send your first campaign.

Get Connected

Do more with Act!. Connect Act! to the business tools you love, take Act! with you on the go with the Act! Companion mobile app, or find an Act! partner.

Have data to import into Act!? Watch the video below for step-by-step instructions.

1

Getting Started

video thumbnail to setting up a database with an orange act! CRM logo and blue background

See all Getting Started videos

video thumbnail to setting up a database with an orange act! CRM logo and blue background

2

Create Contacts

video thumbnail with blue background and orange act! CRM logo with title of "about groups"

See all Contacts feature videos

video thumbnail with blue background and orange act! CRM logo with title of "about groups"

3

Using Lookups

video thumbnail for the about activities video with a blue background and an orange act! CRM logo

See all Lookups feature videos

video thumbnail for the about activities video with a blue background and an orange act! CRM logo

4

Create a Group

video thumbnail for about opportunities with a blue background and orange act! CRM logo

See all Groups feature videos

video thumbnail for about opportunities with a blue background and orange act! CRM logo

5

Create an Activity

video thumbnail for the about companies video with a blue background and orange act! CRM logo

See all Activities feature videos

video thumbnail for the about companies video with a blue background and orange act! CRM logo

Want more? To view all feature training videos, visit the Act! Training Library.

More Feature Tours

Additional Act! CRM Resources

1

Configure your account settings

What settings can I configure as an Act! marketing automation admin?

2

Create your first email template

create an email template

3

Set up your first campaign

create a new campaign

See all related videos

4

Grow your audience

create a landing page

See all related videos

5

Review your campaign performance

thumbnail viewing campaign performance

More Feature Tours

Act! Marketing Automation Tour
Activate a Campaign
Add Users to a Campaign
Add a Template to a Campaign

Additional Act! Resources

  • Act! Marketing Automation Resource Center : Navigate getting started resources, including how-to articles, guidance on marketing automation best practices, and an extensive video training library.
  • Video Tutorials : Explore video tutorials to help you navigate Act! Marketing Automation.
  • Frequently Asked Questions : Find answers to frequently asked questions about Act! Marketing Automation.
  • Act! Community : Connect with other Act! users in the Act! Community, get answers to your questions, and learn how to make the most of Act! from a community of over 50,000 Act! fanatics!

Do more with Act! Connect to the business tools you use every day with Act! Connect, stay connected to key Act! details from wherever you are with the Act! Companion mobile app, and discover how Act! Channel Partners can help you make the most of your Act! solutions.

Act! Connect

Connect Act! to the tools and apps you love, with exclusive access to hundreds of Act! Connect integrations that help you automate tasks and save time.

Learn more

Act! Companion

Stay connected to key Act! details from wherever you are with Act! Companion, a mobile CRM app designed for iPhone®, iPad®, and Android™.

Get started

Act! Certified Consultants

From initial set-up and customization, to integration and training, our global network of expert Act! Certified Consultants have the expertise and experience to help you get the most from your Act! solution.

Find a consultant

Need additional help?

Visit our resource center for access to the Act! Training Library, Knowledgebase, Community, and more.