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Featured videos

Creating a History Record

Learn how to document calls, meetings, and other interactions directly on a contact’s history.

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Viewing the Task List and History List

See how to review upcoming tasks and past interactions using the Task List and History List.

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Summarising Contact History With AI

Use AI History Summary to quickly recap recent contact interactions and prepare for your next follow-up.

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Have a question?

Frequently asked questions

  • How do I Create History in Act! Cloud?
  • How do I use the History List in Act! Cloud?
  • What is a History Record and why is Recording History so Important?
  • What is the History Summary Feature in Act! Cloud?
  • How do I Create Notes in Act! Cloud?

Training and resources

  • Webinars
  • Training Videos
  • How-to Guides
  • Act! Marketing Training
  • Knowledgebase
  • Release Notes

Need additional help?

Act! Services & Support Submit a support ticket to customer service Open a Ticket Have a question? Email us and we’ll be in touch Find a Partner Act! certified consultants help meet specific needs

Tip! Manage contacts, activities, and opportunities on-the-go with the all-new Act! Mobile. Use the QR code to download the app now.

QR code to download the Act! Mobile app