Introduction: Hello, ladies and gentlemen! In this tutorial, I, Tony Holowitz, will guide you through the process of upgrading your Act CRM software to the latest version. If you currently have a version of Act CRM and have decided to invest in the most recent release, follow these instructions to ensure a smooth upgrade. Remember to back up your Act data before proceeding to safeguard your important information.

Step 1: Preparing for the Upgrade

• Before uninstalling Act CRM, make sure you have a backup of your data. In case you need assistance with creating a backup, don’t hesitate to reach out to me for guidance.
• Ensure that you have purchased the newest version of Act CRM and have the installation files ready.

Step 2: Uninstalling the Current Version

1. Go to your computer’s desktop.
2. Click on the search box and type “Control Panel.” Choose the Control Panel option from the results.
3. In the Control Panel, locate and click on “Programs and Features.” If you can’t see this option, ensure that you have selected “Large Icons” to display all the items in the Control Panel.
4. Scroll through the list of installed software and find your Act CRM version, such as Act Pro or Act Premium. Right-click on the Act CRM software and select “Uninstall.” Alternatively, you can click on “Uninstall” at the top of the window.
5. Follow the uninstallation process until it is complete. You may be prompted to restart your computer after the uninstallation. If not, it’s still a good idea to reboot your computer.

Step 3: Installing the Newest Version

• After successfully uninstalling the previous version of Act CRM, proceed to install the latest version that you purchased.
• Follow the installation instructions provided with the software package to complete the installation.

Step 4: Post-Upgrade Verification

• Once the installation is complete, open Act CRM and verify that your data is intact and accessible in the upgraded version.
• Test various functionalities of the upgraded Act CRM to ensure everything is working as expected.
• If you encounter any issues or have questions during this process, don’t hesitate to seek assistance from Act CRM support or reach out to me for guidance.

Conclusion: Congratulations! You have successfully upgraded your Act CRM software to the newest version. Upgrading Act CRM ensures you have access to the latest features, improvements, and security enhancements, enabling you to optimize your customer relationship management. Remember, taking a backup of your data before uninstalling the current version is crucial to safeguarding your valuable information. If you have any further questions or need assistance with Act CRM, feel free to reach out to me anytime. Thank you for following this tutorial, and best of luck with your upgraded Act CRM experience!