If you are new to Act Advantage, formerly known as Act Premium Cloud, this tutorial covers three essential skills: logging in, creating a contact, and finding a contact that is already in your database.
Getting Started With Act Advantage
Begin by visiting My.Act.com and signing in with your Act credentials. Once your database opens, you can add a new person by creating a contact record and entering the information that matters to you.
The tutorial also demonstrates how to search for an existing contact. Learning these basic steps gives a new user the foundation needed to begin working confidently in Act CRM.
Key Takeaways
- Use My.Act.com to access your Act Advantage account.
- Create contact records for the people and companies important to you.
- Use Act’s search tools to locate existing contacts quickly.
Would You Like Personal Act Training?
Schedule a free one-hour Act CRM training and consulting session. I will answer your questions, review your database, and help you determine the best next steps.