Introduction: Hello, everyone! I’m Tony Holowitz, and in this brief Act tutorial, I’ll walk you through the process of changing the layout in Act Premium Cloud, the web version of Act. Layouts are essential for customizing your Act experience and tailoring it to your specific needs. Let’s dive in and see how you can easily switch between different layouts.

Step 1: Accessing the Layout Options To begin, log in to your Act Premium Cloud account. Once you are on the main dashboard, look to the far right side, where you’ll notice three small dots arranged vertically. Hover your mouse pointer over these dots, and a tooltip will appear, indicating “Change Layout.” Click on these dots to access the layout options.

Step 2: Choosing a Layout A dropdown menu will appear, displaying various pre-configured layouts that come with Act. These layouts are designed to cater to different preferences and display information in distinctive ways. Select the layout that best suits your needs and preferences. For example, you can choose the “Web Contact Layout Premium” or any other layout available in the list.

Step 3: Customizing Layout Names (Optional) If you have made custom modifications or personalized your layouts, it’s beneficial to add names or labels to them for easy identification. This optional step helps you quickly recognize your preferred layouts when changing them. In a future tutorial, I’ll demonstrate how to add names to your layouts, making the selection process even more straightforward.

Step 4: Observing Layout Differences Once you’ve chosen a new layout from the list, observe the subtle changes in the arrangement and presentation of information. While the differences may not be significant, they can influence your workflow and provide a fresh perspective on organizing your contacts and data within Act.

Conclusion: Customizing Your Act Experience Changing the layout in Act Premium Cloud is a simple yet powerful way to customize your CRM experience. By selecting from a range of pre-configured layouts, you can find the one that best matches your preferences and streamlines your workflow. Additionally, you have the option to personalize layouts by adding names to distinguish them easily. Whether you prefer a basic contact layout or a premium design, Act Premium Cloud provides the flexibility to adapt the CRM interface to suit your unique requirements.