Getting Started with Act! CRM Classic

New to Act! CRM Classic? Follow the steps below to get up and running quickly and easily.


Import Your Contacts

Get started by uploading your existing contacts in to Act!. Import from a CSV, another CRM, or upload an existing Act! database.



Take a Tour of Act! CRM Classic

Become familiar with your new Act! workspace via video and guided walkthroughs of key features. Or, sign up for an in-depth overview with an Act! specialist.


Start Using Act!

Get step-by-step instructions on creating contacts, groups, activities, and more. Plus, access videos, guides, and how-to articles to help you make the most of Act!.

Welcome to Act! CRM Classic!  Here’s a Quick Start Guide to help you get started. Step 1: Import your contacts or insert demo data. Watch this step-by-step video to walk you through the import process.

Take a Tour of Act! CRM Classic

Other ways to explore Act!

Guided In-Product Walkthrough

Take a self-guided tour of Act! CRM Classic and check tasks off your list as you go! To get started, log in to Act! and locate the Getting Started tab in the bottom right corner of your screen.

Create a Contact


Create a Group


Configure an Activity


Explore Email Marketing


Need additional help?

Visit the Act! CRM Classic Resource Center for access to training videos, knowledgebase articles, and more.

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