Act! makes it easy to get started
Follow these 3 easy steps to get up and running right away
STEP 1
Integrate your email
- Select “Email/calendar integration” from the Tools dropdown menu.
- Choose your email provider.
- Enter your email address.
- Select the services you wish to sync with Act! (e.g. emails, contacts, and calendar events).
- Follow the prompts to sign in to your email account and a confirmation message will appear indicating your email account is connected with Act!
STEP 2
Confirm calendar setup
- Review the Act! Calendar to view imported calendar events
STEP 3
Confirm Contact Import
- Review your contacts in Act! to view imported contacts.
It’s that easy! Your contacts and calendar are now synchronized, and your email exchanges moving forward, will be recorded and found in the History tab within a contact record.
Get the most of your Act! trial by following these quick next steps.
Importing your data (if you don’t use GSuite or Outlook)
To get started, you will first need to add contacts and records to your Act! database. To import data to Act! from another source, use one of the icons located at the top of the Welcome screen.
Create New Contacts
You can also create new Contacts in Act! by clicking on the Contacts button in the blue menu on the left side of your screen.
- Click Contacts
- Click New in the upper right corner
- Enter Contact Name & remaining fields
- Click Save.
Creating Groups
You can organize similar contacts into Groups for targeted communications or sales initiatives.
- Click Groups in the left navigation menu
- Click New in the upper right corner
- Add a group name and description
- Click New to create a new group
Create groups to send emails to in Act! Marketing Automation.
Creating Opportunities
Opportunities help you track and close sales and manage your team’s workload. Assign products and services to each opportunity to monitor your forecast.
- Click Opportunities in the left navigation menu.
- Click New in the upper right corner.
- Enter opportunity details.
- Click Products/Services.
- Click Add Product.
- Fill in the necessary fields, then click OK.
Up your email marketing and lead capture efforts with Act!’s new AI Writing Assistant, powered by OpenAI!
Act! Marketing helps you create automated communications with plug-n-play email templates and campaigns now powered by OpenAI.
Leverage advanced AI within Act! Marketing to:
- Generate engaging and relevant marketing content with minimal effort.
- Easily correct grammatical mistakes to ensure your copy is professional and polished.
- Translate your marketing copy to connect with a diverse customer base.
Keep in touch with every customer via regular check-ins and deliver superior customer service through targeted promotions and personalized thank you, survey, and follow-up communications.
- Click Marketing
- Choose one of the prebuilt campaigns to begin setting up your first campaign!
Visit the Act! Knowledge Base to learn more about Act!.
Ready to Get Started with Act!?
Act! is a smart and powerful customer relationship management tool that helps drive repeat business and referrals.
Click the Buy Now button at the top of your screen to choose the plan that’s right for your business.
Frequently Asked Questions
Yes. An Act! trial instance can accommodate up to 100 users. Simply click on your user name in the top right corner of Act!, then “User Management”, “Additional Settings”, and “Add Users”.
Act! makes it easy to get your trial up and running right away, using your own data. If you use Outlook or Gmail, simply follow these three easy steps:
- Integrate your email:
- Select "Email/calendar integration" from the Tools dropdown menu
- Choose your email provider
- Enter your email address
- Select the services you with to sync with Act! (e.g. emails, contacts, and calendar events)
- Follow the prompts to sign in to your email account and a confirmation message will appear indicating your email account is connected with Act!.
- Confirm your calendar is set up by reviewing the Act! Calendar to see your calendar events are imported and ready to go.
- Simple check the Contact list to confirm your contacts are already in Act! and ready for your trial experience.
It's that easy!
- If your contacts are in a spreadsheet format, you can easily import them with our Import Wizard. Check out this Knowledgebase article for the easy-to-follow steps.
- If you have a large spreadsheet of contacts to import, we recommend using our free service to upload it. Refer to this Knowledgebase article for instructions and skip to the section "Upload a Spreadsheet".
- If you have used Act! before and would like to upload an existing Act! database, simply follow the instructions "Upload an Act! Database" in this Knowledgebase article.
- If you want to check out Act! without uploading your contacts, click the "Insert Demo Data" on the Welcome Page and Act! will add sample contacts to your account.
- For additional information, watch this video on how to import data in Act! .
Absolutely! you can experience the convenience of Act!on the go with our new mobile app, designed to boost your productivitiy wherever you are. Available for Android and iOS, Act! Mobile is exclusively for Act! Cloud subscribers.
Learn more in this short video
Scan this QR code to download Act! Mobile now.
Ready to win customers for life?
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