Getting Started with Act! Premium

New to Act! Premium? Getting started is easy. Follow the steps below to get up and running quickly and easily.
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.
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.
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! training library.
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! Premium 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! Premium? Watch the video below for step-by-step instructions.

1

Setting up a Database

video thumbnail to setting up a database with an orange act! CRM logo and blue background

See all related videos

2

Create a Group

video thumbnail with blue background and orange act! CRM logo with title of "about groups"

See all related videos

3

Create an Activity

video thumbnail for the about activities video with a blue background and an orange act! CRM logo

See all related videos

4

Create an Opportunity

video thumbnail for about opportunities with a blue background and orange act! CRM logo

See all related videos

5

Companies Overview

video thumbnail for the about companies video with a blue background and orange act! CRM logo

See all related videos

More Feature Tours

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! solutions.

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 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, and more.
Visit Resource Center
Want to see the latest version of Act! in action? Attend this live webinar.
Register now