Learn how to make changes to your Act! CRM account as well as set up the users who will access your database.
Customizing Act! CRM
Learn how to customize your Act! CRM database to meet your own specific business requirements including creating your own fields, amending your layouts and even creating your own new sections of the program.
Learn how you can import existing data from a number of sources, or how to import demo data to practice using the system’s features.
Act! CRM Features
Learn how make use of the core functions contained within Act! CRM.
Integrating Email Systems
Learn how to integrate your Act! CRM product with either Microsoft Outlook or Gmail in order to record emails automatically within your database Contact records.
Act! Marketing Automation
Learn how to configure your Act! Marketing Automation account and start sending emails.
Integrating With Third Party Programs
Learn how to integrate your Act! CRM product with hundreds of other applications allowing your whole suite of business software to work side by side automatically.