Introduction: In this quick tutorial, Tony Holowitz demonstrates how to change the layout in Act Premium Cloud, the web version of Act CRM. Tony provides step-by-step instructions to help users modify their layout settings efficiently. By following these simple steps, users can tailor Act Premium Cloud to suit their specific needs and enhance their CRM experience.

Step 1: Accessing Global Toolbar Options Tony begins by directing users’ attention to the top right-hand corner of the screen. Here, users will find the “New” button and three small dots beside it. Clicking on these dots reveals the Global toolbar options, allowing users to customize, modify, or rearrange them according to their preferences.

Step 2: Changing the Layout To change the layout, Tony guides users to focus on the three dots to the right of the “Save” button. Clicking on these dots opens the layout options, displaying unique names for different layouts. Users can scroll through the available options until they find the one that best suits their requirements.

Step 3: Restoring Hidden Dots (Optional) In some cases, users may find that the dots are not visible due to their web browser’s display settings. To remedy this, Tony offers a simple solution. By going to the top of the toolbar or menu bar, users can find a “restore down” option denoted by little squares in the middle. Clicking on this option slightly shrinks the screen, enabling users to locate and click on the dots again.

Conclusion: A Streamlined Layout Customization Process With Tony Holowitz’s expert guidance, changing the layout in Act Premium Cloud becomes a seamless and efficient task. Users can access and modify layout settings to optimize their Act CRM experience. By tailoring the layout to their specific preferences and needs, businesses can enhance their productivity, streamline operations, and unlock the full potential of Act Premium Cloud.