If you are replacing a computer, you may need to transfer your Act CRM license before activating the software on the new machine. This short tutorial explains where to find the appropriate option and what to consider before making the move.
Prepare Before Moving Act CRM
A license transfer is only one part of moving Act to another computer. You should also make sure your Act database is backed up and confirm that the new computer and Act version are compatible.
Taking a few minutes to prepare can help you avoid activation problems or confusion after installing Act on the replacement computer.
Key Takeaways
- Transfer or deactivate the Act license before retiring the old computer.
- Create a current Act database backup before making changes.
- Confirm your Act version and new computer are compatible.
Would You Like Help Moving Act CRM?
Schedule a free one-hour Act CRM training and consulting session. I can review your situation and help you plan the move before you start.