Getting Started with Act! Premium Cloud

New to Act! Premium Cloud? 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! Premium Cloud

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! Premium Cloud! Your trial contains sample contacts. However, if you prefer to add your own contacts, you can simply click on “Remove Demo Data” and import your own. Watch this step-by-step video to walk you through the import process.

Take a Tour of Act! Premium Cloud

Other ways to explore Act!

Guided In-Product Walkthrough

Take a self-guided tour of Act! Premium Cloud and check tasks off your list as you go! To get started, log in to Act! and locate the Getting Started tab in the bottom right corner of your screen.

Log in

1

Create a Contact

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How-to Articles

2

Create a Group

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How-to Articles

3

Configure an Activity

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How-to Articles

4

Explore Email Marketing

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How-to Articles

Need additional help?

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

Or check out this Quick Start Guide and FAQ sheet to help you get started and on your way.

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