{"id":107839,"date":"2024-11-27T16:17:19","date_gmt":"2024-11-27T23:17:19","guid":{"rendered":"https:\/\/www.act.com\/?page_id=107839"},"modified":"2026-07-21T15:35:41","modified_gmt":"2026-07-21T22:35:41","slug":"how-to-cloud","status":"publish","type":"page","link":"https:\/\/www.act.com\/en-gb\/resources\/how-to-cloud\/","title":{"rendered":"How-to Resources (cloud)"},"content":{"rendered":"<div class=\"wpb-content-wrapper\"><p>[vc_row css=&#8221;.vc_custom_1744680559005{margin-bottom: 30px !important;}&#8221;][vc_column]<div class=\"actcrm-page-banner-container standard \" style=\"background-image: url(https:\/\/www.act.com\/wp-content\/themes\/act-crm\/assets\/images\/actcrm-hero-banner.jpg);\">\n\t<div class=\"container\">\n\t\t\n\t\t\n\t\t<div class=\"page-banner-row\">\n\n\t\t\t\t\t\t<div class=\"page-banner-text\">\n\t\t\t\t<h1>How-to Resources<\/h1>\t\t\t<\/div>\n\t\t\t\n\t\t\t\t\t<\/div>\n\t<\/div>\n<\/div>[\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text css=&#8221;&#8221;]<\/p>\n<h4 style=\"text-align: center;\">Select your Product<\/h4>\n<p>[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column css=&#8221;.vc_custom_1744680604182{padding-top: 0px !important;}&#8221;]<div class=\"actcrm-toggle-button-container wpb_content_element \">\n    <div class=\"container\">\n        <div class=\"inner\">\n            <div class=\"toggle-button-row\">\n\n                                    <div class=\"toggle-button-column active\">                    \n                        <a href=\"#\" \n                                \n                                >Act! Cloud<\/a>                    <\/div>\n                                    <div class=\"toggle-button-column \">                    \n                        <a href=\"\/en-gb\/resources\/how-to-desktop\/\" \n                                \n                                >Act! Desktop<\/a>                    <\/div>\n                \n            <\/div>\n        <\/div>\n    <\/div>\n<\/div>\n[\/vc_column][\/vc_row][vc_row][vc_column]<div class=\"actcrm-howto-layout-container wpb_content_element \">\n    <div class=\"container\">\n        <div class=\"inner\">\n            <div class=\"howto-layout-row\">\n                                    <div class=\"howto-layout-column orientation-vertical \">\n\n                        <div class=\"howto-topic-header\">\n\n                            \n                                <div class=\"howto-topic-image\">\n                                                                            <a href=\"#\" \n                                         \n                                        >\n\n                                                                                        <img decoding=\"async\" src=\"https:\/\/www.act.com\/wp-content\/uploads\/rocket-startup-1.svg\" \n                                                     alt=\"Act! CRM Topic Icon\"\n                                                >                                            \n\n                                        <\/a>\n                                                                    <\/div>\n\n                                                            \n                            \n                        <\/div>\n                        \n                        <div class=\"howto-topic-body\">\n\n                                                            <div class=\"howto-topic-title\">\n                                    Getting Started                                <\/div>\n                            \n                            <div class=\"howto-topic-content\">\n\n                                                                              \n\n                                <!-- Display Hyperlinks -->\n                                                                        <div class=\"howto-topic-hyperlinks\">\n                                            <ul>\n                                                                                                    <li>\n                                                                                                                <a target=\"_blank\" href=\"\/en-gb\/resources\/getting-started\/act-cloud\/\">\n                                                        \n                                                            Resources Centre                                                            \n                                                                                                                            \n                                                                                                  \n                                                        <\/a>\n                                                                                                            <\/li>\n                                                                                                                                                        <li>\n                                                                                                                <a target=\"_blank\" href=\"\/en-gb\/resources\/quick-start-guide\/\">\n                                                        \n                                                            Quick Start Guide                                                            \n                                                                                                                            \n                                                                                                  \n                                                        <\/a>\n                                                                                                            <\/li>\n                                                                                                                                                        <li>\n                                                                                                                <a target=\"_blank\" href=\"\/en-gb\/training-webinar-series\/\">\n                                                        \n                                                            Live &amp; On-Demand Webinars                                                            \n                                                                                                                            \n                                                                                                  \n                                                        <\/a>\n                                                                                                            <\/li>\n                                                                                                                                                        <li>\n                                                                                                                <a target=\"_blank\" href=\"https:\/\/support.act.com\/s\/article\/How-do-I-Import-Contact-Data-From-a-Spreadsheet?language=en_US\/&_ga=2.68376341.509157841.1728415308-1631308120.1728415308\">\n                                                        \n                                                            Importing from Spreadsheet                                                            \n                                                                                                                            \n                                                                                                  \n                                                        <\/a>\n                                                                                                            <\/li>\n                                                                                                                                                        <li>\n                                                                                                                <a target=\"_blank\" href=\"https:\/\/support.act.com\/s\/article\/How-do-I-Work-With-Multiple-Databases-When-Using-Act-CRM?language=en_US\/&_ga=2.68376341.509157841.1728415308-1631308120.1728415308\">\n                                                        \n                                                            Uploading an Act! Desktop Database                                                            \n                                                                                                                            \n                                                                                                  \n                                                        <\/a>\n                                                                                                            <\/li>\n                                                                                                                                                <\/ul>\n                                        <\/div>\n                                                                    \n                                  \n                            <\/div>\n\n                            <div class=\"howto-footer-buttons\">\n                                \n                                                            <\/div>\n                        <\/div>\n\n                    <\/div>\n                                    <div class=\"howto-layout-column orientation-vertical \">\n\n                        <div class=\"howto-topic-header\">\n\n                            \n                                <div class=\"howto-topic-image\">\n                                                                            <a href=\"#\" \n                                         \n                                        >\n\n                                                                                        <img decoding=\"async\" src=\"https:\/\/www.act.com\/wp-content\/uploads\/database-marketing.svg\" \n                                                     alt=\"Icon image of the database marketing Act ! CRM\"\n                                                >                                            \n\n                                        <\/a>\n                                                                    <\/div>\n\n                                                            \n                            \n                        <\/div>\n                        \n                        <div class=\"howto-topic-body\">\n\n                                                            <div class=\"howto-topic-title\">\n                                    Act! Cloud Management                                <\/div>\n                            \n                            <div class=\"howto-topic-content\">\n\n                                                                              \n\n                                <!-- Display Hyperlinks -->\n                                                                        <div class=\"howto-topic-hyperlinks\">\n                                            <ul>\n                                                                                                    <li>\n                                                                                                                <a target=\"_blank\" href=\"https:\/\/support.act.com\/s\/article\/How-do-I-Manage-My-Account-in-Act-Cloud-SaaS\">\n                                                        \n                                                            Account Management                                                            \n                                                                                                                            \n                                                                                                  \n                                                        <\/a>\n                                                                                                            <\/li>\n                                                                                                                                                        <li>\n                                                                                                                <a target=\"_blank\" href=\"https:\/\/support.act.com\/s\/article\/How-do-I-Manage-Users-in-Act-CRM?language=en_US\/&_ga=2.151089725.509157841.1728415308-1631308120.1728415308\">\n                                                        \n                                                            User Management                                                            \n                                                                                                                            \n                                                                                                  \n                                                        <\/a>\n                                                                                                            <\/li>\n                                                                                                                                                <\/ul>\n                                        <\/div>\n                                                                    \n                                  \n                            <\/div>\n\n                            <div class=\"howto-footer-buttons\">\n                                \n                                                            <\/div>\n                        <\/div>\n\n                    <\/div>\n                                    <div class=\"howto-layout-column orientation-vertical \">\n\n                        <div class=\"howto-topic-header\">\n\n                            \n                                <div class=\"howto-topic-image\">\n                                                                            <a href=\"#\" \n                                         \n                                        >\n\n                                                                                        <img decoding=\"async\" src=\"https:\/\/www.act.com\/wp-content\/uploads\/task-checkmark-document.svg\" \n                                                     alt=\"Icon image of the task checkmark document Act! CRM\"\n                                                >                                            \n\n                                        <\/a>\n                                                                    <\/div>\n\n                                                            \n                            \n                        <\/div>\n                        \n                        <div class=\"howto-topic-body\">\n\n                                                            <div class=\"howto-topic-title\">\n                                    Key Features                                <\/div>\n                            \n                            <div class=\"howto-topic-content\">\n\n                                                                              \n\n                                <!-- Display Hyperlinks -->\n                                                                        <div class=\"howto-topic-hyperlinks\">\n                        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class=\"howto-topic-image\">\n                                                                            <a href=\"#\" \n                                         \n                                        >\n\n                                                                                        <img decoding=\"async\" src=\"https:\/\/www.act.com\/wp-content\/uploads\/connect-jigsaw-puzzle.svg\" \n                                                     alt=\"Icon thumbnail for the connect jigsaw puzzle Act! CRM logo\"\n                                                >                                            \n\n                                        <\/a>\n                                                                    <\/div>\n\n                                                            \n                            \n                        <\/div>\n                        \n                        <div class=\"howto-topic-body\">\n\n                                                            <div class=\"howto-topic-title\">\n                                    Customisations                                <\/div>\n                            \n                            <div class=\"howto-topic-content\">\n\n                                                                              \n\n                                <!-- Display Hyperlinks -->\n                                                                        <div class=\"howto-topic-hyperlinks\">\n                 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