{"id":115446,"date":"2025-03-07T11:57:02","date_gmt":"2025-03-07T18:57:02","guid":{"rendered":"https:\/\/www.act.com\/?page_id=115446"},"modified":"2026-06-16T04:09:15","modified_gmt":"2026-06-16T11:09:15","slug":"quick-start-guide","status":"publish","type":"page","link":"https:\/\/www.act.com\/en-gb\/resources\/quick-start-guide\/","title":{"rendered":"Act in the Cloud &#8211; Quick Start Guide"},"content":{"rendered":"<div class=\"wpb-content-wrapper\"><p>[vc_row css=&#8221;.vc_custom_1746211725516{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>Act! in the Cloud<\/h1>\n<p><strong>Quick Start Guide<\/strong><\/p>\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_row_inner][vc_column_inner][vc_column_text css=&#8221;&#8221;]<\/p>\n<h2 style=\"text-align: center; font-size: 4.2rem;\">Act! makes it easy to get started<\/h2>\n<p style=\"text-align: center;\"><strong>Follow these 3 easy steps to get up and running right away<\/strong><\/p>\n<p>[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row][vc_column][vc_row_inner el_class=&#8221;actcrm-step-wrapper&#8221;][vc_column_inner width=&#8221;1\/2&#8243;]<div class=\"actcrm-step-header-container wpb_content_element  vc_custom_1740612503264 dark-theme\">\n    <div class=\"container\">\n        <div class=\"inner\">\n            <div class=\"step-header-text\" style=\"justify-content: flex-start\">\n                \n                                <div class=\"step-headers\">\n                                            <h3>\n                            <div class=\"step-number\"> STEP <span>1<\/span> <\/div>\n                            Integrate your email                        <\/h3>\n                                                        <\/div>\n                            <\/div>\n        <\/div>\n    <\/div>\n<\/div>[vc_column_text css=&#8221;.vc_custom_1740614835642{padding-right: 20px !important;padding-left: 20px !important;}&#8221; el_class=&#8221;checklist&#8221;]<\/p>\n<ul>\n<li>Select \u201cEmail\/calendar integration\u201d from the Tools dropdown menu.<\/li>\n<li>Choose your email provider.<\/li>\n<li>Enter your email address.<\/li>\n<li>Select the services you wish to sync with Act! (e.g. emails, contacts, and calendar events).<\/li>\n<li>Follow the prompts to sign in to your email account and a confirmation message will appear indicating your email account is connected with Act!<\/li>\n<\/ul>\n<p>[\/vc_column_text][\/vc_column_inner][vc_column_inner width=&#8221;1\/2&#8243;]<div class=\"actcrm-step-header-container wpb_content_element  vc_custom_1740612513850 dark-theme\">\n    <div class=\"container\">\n        <div class=\"inner\">\n            <div class=\"step-header-text\" style=\"justify-content: flex-start\">\n                \n                                <div class=\"step-headers\">\n                                            <h3>\n                            <div class=\"step-number\"> STEP <span>2<\/span> <\/div>\n                            Confirm calendar setup                        <\/h3>\n                                                        <\/div>\n                            <\/div>\n        <\/div>\n    <\/div>\n<\/div>[vc_column_text css=&#8221;.vc_custom_1740612486936{padding-right: 20px !important;padding-left: 20px !important;}&#8221; el_class=&#8221;checklist&#8221;]<\/p>\n<ul>\n<li>Review the Act! Calendar to view imported calendar events<\/li>\n<\/ul>\n<p>[\/vc_column_text]<div class=\"actcrm-step-header-container wpb_content_element  vc_custom_1740612516773 dark-theme\">\n    <div class=\"container\">\n        <div class=\"inner\">\n            <div class=\"step-header-text\" style=\"justify-content: flex-start\">\n                \n                                <div class=\"step-headers\">\n                                            <h3>\n                            <div class=\"step-number\"> STEP <span>3<\/span> <\/div>\n                            Confirm Contact Import                        <\/h3>\n                                                        <\/div>\n                            <\/div>\n        <\/div>\n    <\/div>\n<\/div>[vc_column_text css=&#8221;.vc_custom_1740612490683{padding-right: 20px !important;padding-left: 20px !important;}&#8221; el_class=&#8221;checklist&#8221;]<\/p>\n<ul>\n<li>Review your contacts in Act! to view imported contacts.<\/li>\n<\/ul>\n<p>[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row][vc_column][vc_row_inner content_placement=&#8221;middle&#8221;][vc_column_inner width=&#8221;1\/2&#8243;][vc_single_image image=&#8221;115423&#8243; img_size=&#8221;full&#8221; alignment=&#8221;center&#8221; css=&#8221;&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;1\/2&#8243;][vc_column_text css=&#8221;&#8221;]<\/p>\n<p style=\"font-size: 3.0rem;\"><strong>It\u2019s that easy! Your contacts and calendar are now synchronised, and your email exchanges moving forward, will be recorded and found in the History tab within a contact record.<\/strong><\/p>\n<p>[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row][vc_column][vc_row_inner][vc_column_inner width=&#8221;1\/6&#8243;][\/vc_column_inner][vc_column_inner width=&#8221;2\/3&#8243;][vc_column_text css=&#8221;.vc_custom_1741200191696{margin-top: 80px !important;margin-bottom: 80px !important;}&#8221; el_class=&#8221;padding-left-right&#8221;]<\/p>\n<h3 style=\"color: #030d55; text-align: center; font-size: 4.2rem;\">Get the most of your Act! trial by following these quick next steps.<\/h3>\n<p>[\/vc_column_text][\/vc_column_inner][vc_column_inner width=&#8221;1\/6&#8243;][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row][vc_column][vc_row_inner css=&#8221;.vc_custom_1741200083327{margin-bottom: 35px !important;}&#8221; el_class=&#8221;border-bottom&#8221;][vc_column_inner width=&#8221;1\/2&#8243;][vc_column_text css=&#8221;.vc_custom_1741199957347{padding-right: 15px !important;padding-left: 15px !important;}&#8221; el_class=&#8221;border-right&#8221;]<\/p>\n<h3>Importing your data (if you don&#8217;t use GSuite or Outlook)<\/h3>\n<p>To get started, you will first need to add contacts and records to your Act! database. To import data to Act! from another source, use one of the icons located at the top of the Welcome screen.[\/vc_column_text][\/vc_column_inner][vc_column_inner el_class=&#8221;border-left&#8221; width=&#8221;1\/2&#8243;][vc_column_text css=&#8221;.vc_custom_1741199974025{padding-right: 15px !important;padding-left: 15px !important;}&#8221;]<\/p>\n<h3>Create New Contacts<\/h3>\n<p>You can also create new Contacts in Act! by clicking on the Contacts button in the blue menu on the left side of your screen.<\/p>\n<ol>\n<li>Click <strong>Contacts<\/strong><\/li>\n<li>Click <strong>New<\/strong> in the upper right corner<\/li>\n<li>Enter Contact Name &amp; remaining fields<\/li>\n<li>Click <strong>Save<\/strong>.<\/li>\n<\/ol>\n<p>[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_row_inner content_placement=&#8221;middle&#8221;][vc_column_inner width=&#8221;1\/2&#8243;][vc_column_text css=&#8221;.vc_custom_1746697398616{padding-right: 15px !important;padding-left: 15px !important;}&#8221; el_class=&#8221;border-right&#8221;]<\/p>\n<h3>Creating Groups<\/h3>\n<p>You can organise similar contacts into Groups for targeted communications or sales initiatives.<\/p>\n<ol>\n<li>Click <strong>Groups<\/strong> in the left navigation menu<\/li>\n<li>Click <strong>New<\/strong> in the upper right corner<\/li>\n<li>Add a group name and description<\/li>\n<li>Click <strong>New<\/strong> to create a new group<\/li>\n<\/ol>\n<p class=\"idea\"><strong>Create groups to send emails to in Act! Marketing Automation.<\/strong><\/p>\n<p>[\/vc_column_text][\/vc_column_inner][vc_column_inner el_class=&#8221;border-left&#8221; width=&#8221;1\/2&#8243;][vc_column_text css=&#8221;.vc_custom_1741199966451{padding-right: 15px !important;padding-left: 15px !important;}&#8221;]<\/p>\n<h3>Creating Opportunities<\/h3>\n<p>Opportunities help you track and close sales and manage your team\u2019s workload. Assign products and services to each opportunity to monitor your forecast.<\/p>\n<ol>\n<li>Click <strong>Opportunities<\/strong> in the left navigation menu.<\/li>\n<li>Click <strong>New<\/strong> in the upper right corner.<\/li>\n<li>Enter opportunity details.<\/li>\n<li>Click <strong>Products\/Services<\/strong>.<\/li>\n<li>Click <strong>Add Product<\/strong>.<\/li>\n<li>Fill in the necessary fields, then click <strong>OK<\/strong>.<\/li>\n<\/ol>\n<p>[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row][vc_column][vc_row_inner][vc_column_inner][vc_column_text css=&#8221;.vc_custom_1746697417639{margin-top: 50px !important;margin-bottom: 80px !important;}&#8221; el_class=&#8221;checklist&#8221;]<\/p>\n<h3 style=\"text-align: center; color: #030d55; font-size: 4.2rem;\">Up your email marketing and lead capture efforts with Act!&#8217;s new AI Writing Assistant, powered by OpenAI!<\/h3>\n<p>[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_row_inner content_placement=&#8221;middle&#8221;][vc_column_inner width=&#8221;1\/2&#8243;][vc_column_text css=&#8221;&#8221; el_class=&#8221;checklist&#8221;]Act! Marketing helps you create automated communications with plug-n-play email templates and campaigns now powered by OpenAI.<\/p>\n<p>Leverage advanced AI within Act! Marketing to:<\/p>\n<ul>\n<li>Generate engaging and relevant marketing content with minimal effort.<\/li>\n<li>Easily correct grammatical mistakes to ensure your copy is professional and polished.<\/li>\n<li>Translate your marketing copy to connect with a diverse customer base.<\/li>\n<\/ul>\n<p>Keep in touch with every customer via regular check-ins and deliver superior customer service through targeted promotions and personalised thank you, survey, and follow-up communications.<\/p>\n<ol>\n<li>Click Marketing<\/li>\n<li>Choose one of the prebuilt campaigns to begin setting up your first campaign!<\/li>\n<\/ol>\n<p class=\"idea\"><strong>Visit the <a href=\"https:\/\/support.act.com\/s\/?language=en_US&amp;_ga=2.121409544.1278280448.1740416883-2039992563.1739554903&amp;_gac=1.21196489.1740598200.CjwKCAiAzvC9BhADEiwAEhtlNxyD_tH0cLAwJhQH5b1ziopVpM_Cl132cjv9WDx2J84bzq_-Q5pZURoCABYQAvD_BwE\">Act! Knowledge Base<\/a> to learn more about Act!.<\/strong><\/p>\n<p>[\/vc_column_text][\/vc_column_inner][vc_column_inner width=&#8221;1\/2&#8243;][vc_single_image image=&#8221;115430&#8243; img_size=&#8221;full&#8221; alignment=&#8221;center&#8221; css=&#8221;&#8221;][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row css=&#8221;.vc_custom_1746211768300{background-color: #EDEFFF !important;}&#8221;][vc_column][vc_row_inner][vc_column_inner width=&#8221;1\/6&#8243;][\/vc_column_inner][vc_column_inner width=&#8221;2\/3&#8243;][vc_column_text css=&#8221;&#8221;]<\/p>\n<h3 style=\"color: var(--dark-blue); font-size: 3.4rem;\">Ready to Get Started with Act!?<\/h3>\n<p>[\/vc_column_text][\/vc_column_inner][vc_column_inner width=&#8221;1\/6&#8243;][\/vc_column_inner][\/vc_row_inner][vc_row_inner el_class=&#8221;narrow&#8221;][vc_column_inner width=&#8221;1\/4&#8243;][vc_single_image image=&#8221;115437&#8243; img_size=&#8221;full&#8221; alignment=&#8221;center&#8221; css=&#8221;&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;3\/4&#8243;][vc_column_text css=&#8221;&#8221;]Act! is a smart and powerful customer relationship management tool that helps drive repeat business and referrals.<\/p>\n<p>Click the <a style=\"color: var(--orange) !important;\" href=\"https:\/\/my.act.com\/en-gb\/myact\">Buy Now<\/a> button at the top of your screen to choose the plan that\u2019s right for your business.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row][vc_column][vc_row_inner][vc_column_inner width=&#8221;1\/6&#8243;][\/vc_column_inner][vc_column_inner width=&#8221;2\/3&#8243;][vc_column_text css=&#8221;.vc_custom_1741202367352{margin-bottom: 80px !important;}&#8221;]<\/p>\n<h3 style=\"color: var(--dark-blue); font-size: 4.2rem; text-align: center;\">Frequently Asked Questions<\/h3>\n<p>[\/vc_column_text]<div class=\"actcrm-accordian-row-container wpb_content_element \">\n    <div class=\"inner\">\n        <div class=\"accordian-row-title\">\n            Can I extend my trial if I need more time to evaluate Act!?        <\/div>\n        <div class=\"accordian-row-paragraph\">\n            Yes. Seven days after your trial starts, a button that says, \"Extend your trial\" will appear in the top nav of your trial screen. Click on this button to add seven more days to your original 14-day trial for a total of 21 days. Your trial can only be extended one time. If you need additional assistance, please contact us <a href=\"mailto:orders@act.com\">orders@act.com<\/a>  or give us a call at 020 3856 8517.         <\/div>\n    <\/div>\n<\/div><div class=\"actcrm-accordian-row-container wpb_content_element \">\n    <div class=\"inner\">\n        <div class=\"accordian-row-title\">\n            Can I increase the number of users in the trial?        <\/div>\n        <div class=\"accordian-row-paragraph\">\n            <p>Yes. An Act! trial instance can accommodate up to 100 users. Simply click on your user name in the top right corner of Act!, then <strong>\u201cUser Management\u201d<\/strong>, <strong>\u201cAdditional Settings\u201d<\/strong>, and <strong>\u201cAdd Users\u201d<\/strong>.<\/p>\n        <\/div>\n    <\/div>\n<\/div><div class=\"actcrm-accordian-row-container wpb_content_element \">\n    <div class=\"inner\">\n        <div class=\"accordian-row-title\">\n            What is the easiest way to get started using Act!?        <\/div>\n        <div class=\"accordian-row-paragraph\">\n            <p>Act! makes it easy to get your trial up and running right away, using your own data. If you use Outlook or Gmail, simply follow these three easy steps:<\/p>\n<ol>\n<li>Integrate your email:\n<ul>\n<li>Select \"Email\/calendar integration\" from the Tools dropdown menu<\/li>\n<li>Choose your email provider<\/li>\n<li>Enter your email address<\/li>\n<li>Select the services you with to sync with Act! (e.g. emails, contacts, and calendar events)<\/li>\n<li>Follow the prompts to sign in to your email account and a confirmation message will appear indicating your email account is connected with Act!.<\/li>\n<\/ul><\/li>\n\n<li>Confirm your calendar is set up by reviewing the Act! Calendar to see your calendar events are imported and ready to go.<\/li>\n<li>Simple check the Contact list to confirm your contacts are already in Act! and ready for your trial experience.<\/li>\n<\/ol>\n\n<p>It's that easy!<\/p>        <\/div>\n    <\/div>\n<\/div><div class=\"actcrm-accordian-row-container wpb_content_element \">\n    <div class=\"inner\">\n        <div class=\"accordian-row-title\">\n            If I don't use Gmail or Outlook, how do I import my list of contacts?        <\/div>\n        <div class=\"accordian-row-paragraph\">\n            <ul>\n<li>If your contacts are in a spreadsheet format, you can easily import them with our Import Wizard. Check out this <a href=\"https:\/\/support.act.com\/s\/article\/How-do-I-Work-With-Multiple-Databases-When-Using-Act-CRM?language=en_US\">Knowledgebase article<\/a> for the easy-to-follow steps.<\/li>\n<li>If you have a large spreadsheet of contacts to import, we recommend using our free service to upload it. Refer to this <a href=\"https:\/\/support.act.com\/s\/article\/How-do-I-Work-With-Multiple-Databases-When-Using-Act-CRM?language=en_US\">Knowledgebase article<\/a> for instructions and skip to the section <strong>\"Upload a Spreadsheet\"<\/strong>.<\/li>\n<li>If you have used Act! before and would like to upload an existing Act! database, simply follow the instructions <strong>\"Upload an Act! Database\"<\/strong> in this <a href=\"https:\/\/support.act.com\/s\/article\/How-do-I-Work-With-Multiple-Databases-When-Using-Act-CRM?language=en_US\">Knowledgebase article<\/a>.<\/li>\n<li>If you want to check out Act! without uploading your contacts, click the <strong>\"Insert Demo Data\"<\/strong> on the Welcome Page and Act! will add sample contacts to your account.<\/li>\n<li>For additional information, watch this video on <a href=\"http:\/\/training-act.com\/act\/act-lib-saas\/?courseId=getting_started&videoId=3\">how to import data in Act! <\/a>.<\/li>\n<\/ul>        <\/div>\n    <\/div>\n<\/div><div class=\"actcrm-accordian-row-container wpb_content_element \">\n    <div class=\"inner\">\n        <div class=\"accordian-row-title\">\n            Is there a mobile app for Act!?        <\/div>\n        <div class=\"accordian-row-paragraph\">\n            <p>Absolutely! you can experience the convenience of Act!on the go with our new mobile app, designed to boost your productivitiy wherever you are. Available for Android and iOS, Act! Mobile is exclusively for Act! Cloud subscribers.<\/p>\n<p>Learn more in <a href=\"https:\/\/www.act.com\/en-gb\/act-premium-cloud-on-the-go\/\">this short video<\/a><\/p>\n<p>Scan this QR code to download Act! Mobile now.<\/p>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2025\/08\/qr-code-FAQ.png\" alt=\"qr-code-FAQ\" \/><\/p>\n        <\/div>\n    <\/div>\n<\/div><div class=\"actcrm-accordian-row-container wpb_content_element \">\n    <div class=\"inner\">\n        <div class=\"accordian-row-title\">\n            Can I generate and export reports?        <\/div>\n        <div class=\"accordian-row-paragraph\">\n            Yes. Act! has full reporting capabilities for generating and exporting reports and Act! Insights allows you to capture and view different types of information about your company at a glance, in a customisable dashboard format.        <\/div>\n    <\/div>\n<\/div><div class=\"actcrm-accordian-row-container wpb_content_element \">\n    <div class=\"inner\">\n        <div class=\"accordian-row-title\">\n            How do I get help using Act!?        <\/div>\n        <div class=\"accordian-row-paragraph\">\n            During your trial, you can access a complete library of digital support resources by simply clicking on the <strong>Question Mark icon<\/strong> in the top right corner of Act!. Or, you can submit a support ticket using our <a href=\"\/en-gb\/resources\/contact\/?utm_source=premfaqna\">web form<\/a> and one of our expert advisers will be in touch.        <\/div>\n    <\/div>\n<\/div><div class=\"actcrm-accordian-row-container wpb_content_element \">\n    <div class=\"inner\">\n        <div class=\"accordian-row-title\">\n            How secure is my data in Act! and how are privacy concerns addressed?        <\/div>\n        <div class=\"accordian-row-paragraph\">\n            We take security and privacy very seriously, for example we conduct regular SOC2 audits. For more information see our <a href=\"https:\/\/www.act.com\/uploads\/act_security_privacy_whitepaper.pdf\">security<\/a> and <a href=\"https:\/\/www.act.com\/en-gb\/act-and-security\/\">privacy<\/a> web pages. Learn more about Multi-factor authentication <a href=\"https:\/\/support.act.com\/s\/article\/What-is-Multi-Factor-Authentication-MFA-for-Act-Premium-Cloud-SaaS?language=en_US\">here<\/a>        <\/div>\n    <\/div>\n<\/div><div class=\"actcrm-accordian-row-container wpb_content_element \">\n    <div class=\"inner\">\n        <div class=\"accordian-row-title\">\n            How do I purchase Act!?        <\/div>\n        <div class=\"accordian-row-paragraph\">\n            Simply click on the \"Buy Now\" button located in the top right corner of the screen. You will then be able to select the teir that best fits your business needs. <a href=\"\/en-gb\/pricing\/?utm_source=premfaqna\">Click here<\/a> to learn more and view pricing.        <\/div>\n    <\/div>\n<\/div><div class=\"actcrm-accordian-row-container wpb_content_element \">\n    <div class=\"inner\">\n        <div class=\"accordian-row-title\">\n            After I subscribe to Act!, how do I add additional seats?        <\/div>\n        <div class=\"accordian-row-paragraph\">\n            Admin users are able to purchase addition seats within Act! by clicking on their <strong>user name<\/strong> in the top right corner of Act!, and then selecting <strong>\"My Account\"<\/strong> from the drop down menu. Next, simply click on <strong>\"Billing\"<\/strong> then the <strong>\"Add Seats\"<\/strong> button on the current plan. Lastly, select the number of seats and complete the purchase.        <\/div>\n    <\/div>\n<\/div><div class=\"actcrm-accordian-row-container wpb_content_element \">\n    <div class=\"inner\">\n        <div class=\"accordian-row-title\">\n            Do you have more questions?        <\/div>\n        <div class=\"accordian-row-paragraph\">\n            Contact our sales representatives at <a href=\"mailto:orders@act.com\">orders@act.com<\/a>        <\/div>\n    <\/div>\n<\/div>[\/vc_column_inner][vc_column_inner width=&#8221;1\/6&#8243;][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row el_class=&#8221;button-active-color&#8221;][vc_column][vc_raw_html css=&#8221;&#8221;]JTNDaDIlMjBzdHlsZSUzRCUyMnRleHQtYWxpZ24lM0ElMjBjZW50ZXIlM0IlMjIlM0VOZWVkJTIwJTNDc3BhbiUyMHN0eWxlJTNEJTIyY29sb3IlM0ElMjAlMjMyMjQxREIlM0IlMjIlM0VBZGRpdGlvbmFsJTIwSGVscCUzRiUyMCUzQyUyRnNwYW4lM0UlM0MlMkZoMiUzRQ==[\/vc_raw_html]<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=\"\/en-gb\/resources\/act\/\" \n                                         \n                                        >\n\n                                                                                        <img decoding=\"async\" src=\"https:\/\/www.act.com\/wp-content\/uploads\/video-content-marketing-1-2.svg\" \n                                                     alt=\"Icon thumbnail for the video content marketing\"\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! 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CRM Topic Icon\"\n                                                width=\"88\" height=\"100\">                                            \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                                    Request a Demo                                <\/div>\n                            \n                            <div class=\"howto-topic-content\">\n\n                                                                <div class=\"howto-topic-content\">\n                                <p>Discover how Act! can streamline your team's workflow, improve customer relationships, and drive business growth.<\/p>\n                                <\/div>\n                                                                              \n\n                                <!-- Display Hyperlinks -->\n                                                                        <div class=\"howto-topic-hyperlinks\">\n                                            <ul>\n                                                                                                                                            <\/ul>\n                                        <\/div>\n                                                                    \n                                  \n                            <\/div>\n\n                            <div class=\"howto-footer-buttons\">\n                                                                    <button cta=\"free-demo\" data-page-location=\"howto-CTA-quick-start-guide\">\n                                        \n                                        <a \n                                            href=\"\/en-gb\/free-demo\/\" \n                                            target=\"_blank\"\n                                            rel=\"\"\n                                            class=\"orange\">\n                                            Free Demo                                        <\/a>\n                                                                        <\/button>\n                                      \n                                \n                                                            <\/div>\n                        <\/div>\n\n                    <\/div>\n                            <\/div>\n        <\/div>\n    <\/div>\n<\/div>\n[\/vc_column][\/vc_row]<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>[vc_row css=&#8221;.vc_custom_1746211725516{margin-bottom: 30px !important;}&#8221;][vc_column][\/vc_column][\/vc_row][vc_row][vc_column][vc_row_inner][vc_column_inner][vc_column_text css=&#8221;&#8221;] Act! makes it easy to get started Follow these 3 easy steps to get up and running right away [\/vc_column_text][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row][vc_column][vc_row_inner el_class=&#8221;actcrm-step-wrapper&#8221;][vc_column_inner width=&#8221;1\/2&#8243;][vc_column_text css=&#8221;.vc_custom_1740614835642{padding-right: 20px !important;padding-left: 20px !important;}&#8221; el_class=&#8221;checklist&#8221;] Select \u201cEmail\/calendar integration\u201d from the Tools dropdown menu. Choose your email provider. Enter your email address. Select the services you wish to [&hellip;]<\/p>\n","protected":false},"author":4,"featured_media":0,"parent":35404,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"content-type":"","inline_featured_image":false,"footnotes":""},"categories":[],"tags":[],"class_list":["post-115446","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.0 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Act! Quick Start Guide | Cloud Trial<\/title>\n<meta name=\"description\" content=\"It&#039;s easy to get started with Act!&#039;s all-in-one front office CRM, marketing and support platform. 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