Act! CRM Software Tips & Tricks

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Logging into Act Premium Cloud & 3 Quick Settings

by | Aug 7, 2023 | Act CRM Software Fundamentals

Introduction: Greetings, everyone! I’m Tony Holowitz, and today I’ll guide you through the process of logging into ACT Premium Cloud and making three quick settings adjustments for an optimized user experience. ACT Premium Cloud is a web-based version of ACT, a powerful CRM tool used by businesses to manage contacts, interactions, and customer relationships. Let’s get started!

Step 1: Logging into ACT Premium Cloud To access your ACT Premium Cloud account, follow these simple steps:

  1. Navigate to my.act.com: Type “my.act.com” in your web browser’s address bar.

  2. Enter Your Credentials: On the welcome login screen, enter your email address and password.

  3. Select Your Database: If you have multiple databases, choose the appropriate one for your current task. For this example, we’ll use the sample database.

  4. Launch ACT: Click on “Launch Act” to open the application.

Step 2: Optimize Startup View By default, ACT opens to the “Welcome Screen,” but you can customize this view to streamline your workflow:

  1. Access Preferences: Go to “Tools” > “Preferences.”

  2. Change Startup View: Click on “Startup” and select “Contact Detail” as the default startup view instead of the welcome screen.

Step 3: Update Call Status To ensure accurate call tracking, adjust the call status from “Call Attempted” to “Call Completed”:

  1. Modify Call Status: In the preferences window, go to the “Calls” section and change “Call Attempted” to “Call Completed.”

Step 4: Set the Correct Time Zone To avoid discrepancies in time-sensitive data, verify and adjust the time zone settings:

  1. Open Date and Time Settings: Click on “Date and Time” at the bottom of the preferences window.

  2. Choose the Right Time Zone: Select the appropriate time zone for your location to reflect accurate times on your calendar, notes, and history entries.

Conclusion: Congratulations! You’ve successfully logged into ACT Premium Cloud and made three important settings adjustments to optimize your user experience. By customizing the startup view, updating call statuses, and ensuring the correct time zone, you can enhance productivity and efficiency while using ACT. As you work with ACT, don’t hesitate to explore more features and settings to tailor the CRM tool to your specific business needs. For further guidance or any questions, feel free to reach out to me. Happy CRM management and have a fantastic day!