New to Act! CRM? Follow the steps below to get up and running quickly and easily.
Get started by uploading your existing contacts in to Act!. Import from a CSV, another CRM, or upload an existing Act! database.
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.
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! 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 self-guided tour of Act! CRM 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.
In this live demo, an Act! specialist will provide an overview of the key features in Act! and go over everything you need to know to get started with Act! CRM.
Tuesdays @ 10am PT
Hosted by Kevin Miller
Act! Solutions Engineer
Visit the Act! CRM Resource Center for access to training videos, knowledgebase articles, and more.
Big results. Small investment.
Ready to take the first step?