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Featured videos

Introduction to Opportunities

Learn how opportunities help you track sales, manage stages, and monitor pipeline progress in Act!.

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Creating an Opportunity

Follow the steps to create an opportunity, add products, and track progress through your sales process.

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Creating Opportunity Processes and Stages

Customize your sales cycle by creating opportunity processes and stages that match how your team sells.

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Examining the Opportunity List and Pipeline Views

Explore list and pipeline views to filter, sort, and track opportunities through each sales stage.

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Have a question?

Frequently asked questions

  • How do I Create an Opportunity in Act! Cloud?
  • How to Use the Opportunity Pipeline View in Act! Cloud
  • How to Increase Sales Revenue Using Act! Cloud
  • How to Delete an Opportunity 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