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.
Tuesdays @ 11am PT
Hosted by Kevin Miller
Act! Solutions Engineer
Visit the Act! CRM Resource Center for access to training videos, knowledgebase articles, and more.