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What is my Act CRM User Name? | Friendly Act CRM Software Database Sales Support & Training

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What is my Act CRM User Name?

by | Aug 7, 2023 | Act CRM Software Fundamentals

Introduction: In this helpful blog post, Tony Holowitz, an experienced ACT CRM consultant, guides users on how to locate their ACT CRM user names. Understanding your user name is essential for accessing and managing your ACT account effectively.

Meet Tony Holowitz: Your ACT CRM Guide: Tony Holowitz, a seasoned ACT CRM consultant, is here to assist users in finding their ACT CRM user names. With his expertise, users can easily navigate their ACT CRM software.

Step 1: Accessing User Information: To discover your ACT CRM user name, follow these simple steps. First, click on the “Tools” tab within your ACT CRM software. From the drop-down menu, select “Manage Users.”

Step 2: Identifying Your User Name: Upon selecting “Manage Users,” a dialog box will appear, displaying all the users assigned to your ACT database. In this dialog box, you will find various fields, including the contact names of each user. However, the crucial piece of information to focus on is the user name.

Step 3: User Name Formats: Tony explains that ACT CRM user names typically follow one of two formats. In most cases, the user name will be a combination of the user’s first and last name. Alternatively, with some of the latest options in ACT CRM, the user name may be the user’s email address.

Additional Information in the Dialog Box: While exploring the “Manage Users” dialog box, Tony points out other valuable information available to users. This includes the user’s status (active or inactive), security role, and the date of their last login.

Benefits of Knowing Your User Name: Knowing your ACT CRM user name is crucial for accessing your account, managing your profile, and making the most of your ACT CRM software. Being aware of your user name enables a seamless login process and empowers you to stay organized within your ACT database.

Conclusion: A Quick Guide to Finding Your ACT CRM User Name: Thanks to Tony Holowitz’s clear instructions, discovering your ACT CRM user name is a breeze. By following the steps outlined in this blog post, you can easily access your user name and leverage the full potential of your ACT CRM software.