Hello, ladies and gentlemen! I’m Tony Holowitz, and today I’ll guide you through the process of getting started with Act CRM Classic SaaS after you’ve set up a free trial. From accessing your database to understanding the welcome email, this guide will ensure you’re well-equipped to make the most of Act CRM.

Accessing Your Act CRM SaaS Database

The web address to access your database is my.act.com. It’s incredibly easy to navigate from any web browser, so you’ll have no trouble getting into your account. Here’s what you need to know:

• Web Address: my.act.com
• Browser Compatibility: You can access it from any web browser.

Understanding Your Welcome Email from Act

Once you sign up for a free trial, you’ll receive a welcome email from Act. Here’s what that email will include and why it’s important:

Key Information in the Email

1. Username: This will be your email address.
2. Account Number: It’s essential to keep your account number, as it allows you to access different levels of technical support depending on your service level. Make a note of this number.

The Importance of the Email

• Direct Login Link: You can log in directly through the email by clicking on the “Login” link.
• Domain Name Reminder: It’s beneficial to remember the domain name my.act.com so you can access it from any browser.
• Existing Database Import Link: The email includes a specific link if you have an existing Act database that you’d like to import. Please note that you might have to use this link to start the import process.
• Training Videos and Resources: The email provides links to training videos, a “How to Get Started” guide, and a resource center to better educate you about the software.

Tips for a Successful Start

• Keep the Welcome Email: It contains important information and links that you might need later.
• Explore Training Materials: The more you know about the software, the better your experience will be. Don’t hesitate to explore the provided resources.
• Consider Professional Training: As always, I offer various training options to help you make the most of Act CRM.

Conclusion

Getting started with Act Premium Cloud or Act CRM Classic SaaS is simple once you’ve set up your free trial. By understanding how to access your database and what to look for in your welcome email, you’ll be well on your way to enjoying the robust features Act CRM has to offer. If you have any questions or need further assistance, please don’t hesitate to reach out. Have a great day, and thank you!