Getting Started with Act! CRM

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

 
1

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.

 

2

Take a Tour of Act! CRM

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.

3

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!.

Have previous customer data you'd like to import into Act!? Here's a step-by-step video to walk you through the import process.

Take a Tour of Act! CRM

Other ways to explore Act!

Guided In-Product Walkthrough

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.

Register for a Live Demo

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.

Act! 101: Getting Started with Act! CRM

Tuesdays @ 10am PT

Hosted by Kevin Miller
Act! Solutions Engineer

Kevin_Miller

Create a Contact

1

Create a Group

2

Configure an Activity

3

Explore Email Marketing

4

Need additional help?

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

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