Getting Started with Act! CRM

New to Act!? Getting started is easy. Choose your deployment method below and follow the steps to get up and running quickly and easily.

1

Install Act!

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

2

Import Your Contacts

Importing contacts into Act! is easy. Watch our step-by-step video tutorial to get started. Don't have contacts to import? No problem! Skip ahead to step 3.

 

3

Start Using Act!

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

4

Get Connected

Do more with Act!. Connect Act! to the business tools you love, take Act! with you on the go with the Act! Companion mobile app, or find an Act! partner. 

 

New to Act! and need help installing your product?

Watch the video below for a step-by-step guide to installing Act!.

 

Still have questions?

Download the installation guide.

Have contacts to import into Act!? Watch the video below for step-by-step instructions.

1

Setting up a Database

2

Create a Group

3

Create an Activity

4

Create an Opportunity

5

Companies Overview

More Feature Tours

Favorite Contacts

Aug 23, 2016, 13:31 PM
Filename:
c1b-argp900
Data source:
youtube
Product:
Act! Premium
Categories:
  • v18
  • Act! Premium
Tags:
  • getting started
  • feature tours
  • act! premium

Additional Act! Resources

Do more with Act!. Connect to the business tools you use every day with Act! Connect, stay connected to key Act! details from wherever you are with the Act! Companion mobile app, and discover how Act! Certified Consultants can help you make the most of your Act! solution.

Act! Connect

Connect Act! to the tools and apps you love, with exclusive access to hundreds of Act! Connect integrations that help you automate tasks and save time.


Learn more

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 customization, 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
1

Import Your Contacts

Upload contacts into your Act! database. Don't have existing contacts to import? No problem! Skip ahead to step 2.

 

2

Start Using Act!

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

3

Get Connected

Do more with Act!. Connect Act! to the business tools you love, take Act! with you on the go with the Act! Companion mobile app, or find an Act! partner. 

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

Want more? To view all feature training videos, visit the Act! Training Library.

More Feature Tours

Favorite Contacts

Aug 23, 2016, 13:31 PM
Filename:
c1b-argp900
Data source:
youtube
Product:
Act! Premium
Categories:
  • v18
  • Act! Premium
Tags:
  • getting started
  • feature tours
  • act! premium

Additional Act! CRM Resources

Do more with Act!. Connect to the business tools you use every day with Act! Connect, stay connected to key Act! details from wherever you are with the Act! Companion mobile app, and discover how Act! Certified Consultants can help you make the most of your Act! solution.

Act! Connect

Connect Act! to the tools and apps you love, with exclusive access to hundreds of Act! Connect integrations that help you automate tasks and save time.

Learn more

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 customization, 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 Library, Knowledgebase, Community, and more.