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Getting Started with Act! CRM Classic

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

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.
Take a Tour of Act! CRM Classic

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.

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!.
Welcome to Act! CRM Classic! 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 Tour of Act! CRM Classic

Register for a Live Demo

Act! 101: Getting Started with Act! CRM Classic

Tuesdays @ 11am PT

Hosted by Kevin Miller
Act! Solutions Engineer

1

Create a Contact

How-to Articles

2

Create a Group

How-to Articles

3

Configure an Activity

How-to Articles

4

Explore Email Marketing

How-to Articles

Need additional help?

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