Getting Started with Act! Pro

New to Act! Pro? Getting started is easy. Follow the steps below to get up and running quickly.


Install Act! Pro

Ready to install Act! Pro? Download the Act! Pro Installation Guide for instructions to install and register your product quickly, plus get answers to frequently asked questions.


Import Your Contacts

Importing contacts into Act! Pro is easy. Watch our step-by-step video tutorial or download the installation guide. Don't have contacts to import? No problem! Skip ahead to step 3.


Start Using Act! Pro

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


Additional Services

Do more with Act!. Did you know you can send email campaigns from within Act!? Start sending emails to your contacts today. Or, find a partner to help you make the most of Act!.

New to Act! Pro and need help installing your product?

Download the installation guide.

Note: Once downloaded, Act! installation files are saved to default location determined by the version of Windows® you are running. The Act! installation panel appears automatically when the download is complete.


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


Create a Group


Act! Pro



Create an Opportunity


Act! Pro



Create an Activity


Act! Pro



Companies Overview


Act! Pro



Dashboards Overview


Act! Pro


Additional Act! Pro Resources

  • Training Workbooks and Manuals: Order the same User and Administrator workbooks and manuals used in our Act! training classes.
  • Act! Knowledgebase: Search the extensive Act! knowledgebase to find answers to frequently asked questions, details on what’s new in Act!, and documentation to assist you in using your Act! product.
  • 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!. Create and send professional email campaigns from within Act!, and discover how Act! Certified Consultants can help you make the most of your Act! solution.

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 customisation, to integration and training, our global network of expert Act! Certified Consultants (ACCs) have the expertise and experience to help you get the most from your Act! solution.

Find an ACC

Need additional help?

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