How-to
Getting Started
Getting started is easy. Learn how with these resources.
Account Management
Learn how to make changes to your Act! CRM account as well as set up the users who will access your database.
Customising Act! CRM
Learn how to customise Act! CRM to meet your own specific business requirements including creating your own fields, choosing which sections of the program are visible, setting your default task preferences and more.
- Adding new custom fields in Act! CRM
- Setting up default navigation preferences in Act! CRM
- Setting up task setting preferences in Act! CRM
- Setting up default calendar preferences in Act! CRM
- Setting up dropdown list preferences in Act! CRM
- Setting up product list preferences in Act! CRM
- Preferences Configuration
- Adding New Contacts
- Customize your Contact Form with Layout Designer
Importing Data
Learn how you can import existing contact data from a csv file, 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 and Third Party Programs
Learn how to integrate your Act! CRM product with your email system as well as popular third party programs such as Zoom and QuickBooks.
Act! Marketing Automation
Learn how to configure your Act! Marketing Automation account and start sending emails.