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

Register for a Live Demo

Act! 101: Getting Started with Act! CRM

Tuesdays @ 11am PT

Hosted by Kevin Miller
Act! Solutions Engineer

Reserve your seat

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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