How-to

Getting Started

Quick Start Guide (PDF)
Training Video Library
Getting Started Demo
Getting Started Resource Center
Act! Marketing Automation

Database Management

Learn how to make changes to your Act! CRM account as well as set up the users who will access your database.

Customizing Act! CRM

Learn how to customize your Act! CRM database to meet your own specific business requirements including creating your own fields, amending your layouts and even creating your own new sections of the program.

Importing Data

Learn how you can import existing data from a number of sources, or how to import demo data to practice using the system’s features.

Integrating With Third Party Programs

Learn how to integrate your Act! CRM product with hundreds of other applications allowing your whole suite of business software to work side by side automatically.