Introduction: In this blog post, Tony Holowitz provides a comprehensive step-by-step guide on how to log in to ACT Premium Cloud. As part of his “My 3 Sons” training series, Tony aims to assist users in accessing their ACT CRM accounts seamlessly. With clear instructions and visual aids, this article ensures a smooth login process for beginners and experienced users alike.
1. Visiting the ACT Premium Cloud Login Page: Tony instructs users to visit my.act.com, the designated login page for ACT Premium Cloud. Once on the page, users will be prompted to enter their email address and password associated with their ACT account.
2. Entering Login Credentials: At the login page, users should enter their registered email address and corresponding password. Tony assures users that the login process is secure and straightforward.
3. Clicking on Login: After entering the required login credentials, users can proceed by clicking on the “Login” button. This action grants them access to the ACT Premium Cloud account.
4. Selecting the Correct Database: For users with multiple databases, Tony advises them to click on the dropdown arrow to choose the correct database they wish to access. This step ensures that users access the specific database they need.
5. Launching ACT Premium Cloud: Upon selecting the appropriate database, users should click on the “Launch Act” button to access the main interface of ACT Premium Cloud.
6. Navigating to the Welcome Screen and Contacts: Upon successfully logging in, users may encounter the welcome screen. Tony suggests clicking on the “Contacts” option on the left-hand side to navigate to the “My Record.” The “My Record” holds all the essential contact information and serves as the starting point within the ACT Premium Cloud interface.
7. Logging Out of ACT Premium Cloud: To log out of ACT Premium Cloud, users should locate their name in the top right-hand corner of the interface. Upon clicking their name, a dropdown menu appears with the option to “Log Off.” Tony advises users to click on “Log Off” to safely exit their ACT account.
8. Logging Back In: If users wish to log back into their ACT Premium Cloud account at any time, Tony assures them that the process is as simple as entering their email address and password again on the login page.
Conclusion: Tony Holowitz’s step-by-step guide simplifies the process of logging in and out of ACT Premium Cloud. By visiting the designated login page, entering the correct credentials, and selecting the desired database, users can access their ACT account with ease. The guide also emphasizes the importance of navigating to the “Contacts” section to access essential contact information within the interface. Overall, following these instructions will ensure a seamless login experience and empower users to efficiently manage their contacts and data with ACT Premium Cloud.