Keeping a current backup is an important part of protecting your Act CRM data. In this video, I show Act CRM Classic SaaS users how to request a backup of their data by submitting the appropriate form through their SaaS account.

Protect and Preserve Your Act CRM Information

A requested backup gives you a copy of your Act data for safekeeping, planning a transition or reviewing your options. The video walks through where to begin inside an Act CRM Classic SaaS account and how to submit the backup request.

Key Takeaways

• Regular backups help protect valuable CRM information.
• Classic SaaS users can request a copy through their account.
• Keep downloaded backup files in a secure, clearly labeled location.
• Confirm the current process with Act support if your account screens have changed since this video was recorded.

Get One Hour of Free Act CRM Training and Consulting

Need help protecting, moving or organizing your Act CRM database? Schedule a free one-hour Act CRM training and consulting session with Tony Holowitz.