Getting Started Videos

Getting Started with Sage ACT!

The Getting Started with Sage ACT! video will walk you through how to download the software, extract installation files, run the installer, register, activate, and begin using Sage ACT!. Watch video

Getting Started with Sage ACT! Premium

The Getting Started with Sage ACT! video will walk you through how to download the software, extract installation files, run the installer, register, activate, and begin using Sage ACT! Premium. Watch video

Getting Started with the Sage ACT! Premium Web Client aka (access via web)

Providing exceptional service and driving business forward often requires your mission critical data to be accessible anytime, anywhere, and from any device. With the Sage ACT! Premium (access via web) and Sage ACT! Premium Mobile, you can make your Sage ACT! database available via popular web browsers, mobile devices, and tablets! In this video you will learn why installing Sage ACT! Premium (access via web) may be the right move for you, and also learn what steps are required to get started. Watch video

Getting Started with Sage ACT! Premium Mobile

With the Sage ACT! Premium (access via web) and Sage ACT! Premium Mobile, you can make your Sage ACT! database available via popular web browsers, mobile devices, and tablets! In this video you will learn how to download the software, extract installation files, run the installer, register, activate, and begin using Sage ACT! Premium (access via web) and Mobile. Watch video

Getting Started With Sage ACT! Hosted

Whether you're working from the road, your main office, or remote locations, you have on-demand access to contact and customer details like contact information, meetings, activities, and opportunities—with Sage ACT! Hosted. In this video, you'll learn how to register an online account, create database users, upload data, and access your database online. Watch video

Sage ACT! Hosted: Managing Your Account

As a Sage ACT! Hosted customer, you will spend the majority of your time working in Sage ACT! to build your relationships and business. However, as your business grows, you may need to add more users to your account, specify additional offline users, or manage your profile. In this video, you'll learn how to use the Sage ACT! Hosted portal to manage your account and service. Watch video

Sage ACT! Hosted: Installing the Offline Client

In addition to having online access to your contact and customer details like contact information, meetings, activities, and opportunities, you may also access your data when you are not connected to the Internet with the Sage ACT! Hosted offline client. In this video, you'll learn how to download and install the Sage ACT! Premium product on your desktop/laptop computer, and restore a copy of your remote Sage ACT! Hosted database. Watch video

Setting Up a Trial Account - Step 1

Sage ACT! Connect gives you convenient access to the details you need from virtually anywhere. Watch this video to learn how to sign up for a Sage ACT! Connected Services account so you can get started using this service today. Watch video

Setting Up Your Device - Step 2

With Sage ACT! Connect, you can access contact and calendar data in your native mobile device contact and calendar applications, giving you access to this data when you're on the go. You can even modify the data and synch it back to Sage ACT! via the Sage ACT! Connect portal. Watch this video to learn how to set up your device and download the Sage ACT! Connect client on your mobile device. Watch video

Installing the PC Client - Step 3

After creating an online account for Sage ACT! Connect and setting up your device, you're ready to download and install the Sage ACT! Connect client to your computer, or the server in a shared database, or multi-user set up. The client software is responsible for synching data between your local installation of Sage ACT! and the Sage ACT! Connect servers. Watch this video to learn how to install the Sage ACT! Connect synch client on your PC or servers, and set up one or more users for data synch. Watch video

Setting Up an Account – Step 1

Sage ACT! includes several integration capabilities that allow you to extend the functionality of the program by integrating it with local applications like Microsoft Outlook, web applications like Google Gmail and web services such as Sage E-marketing for ACT!. To take advantage of online services, you must first create a Sage Connected Services for ACT! account. Watch this video to learn how to sign up for a free trial, and create a Sage Connected Services for ACT! account. Watch video

Creating an Email Campaign – Step 2

If you have a product or service to sell, you can use Sage E-marketing for ACT! to create professional looking email templates and deliver them to targeted prospects from your contact database or even external list sources. Watch this video to learn how to create and execute an E-marketing campaign using templates. Watch video

Setting Up an Account – Step 1

Sage connected services enable you to extend the functionality of Sage ACT! by integrating business research tools with the database. Sage Business Info Services for ACT! enables you to locate data about your prospects and even import highly targeted prospect lists from Hoovers - directly into Sage ACT!. Watch this video to learn how to set up and manage the Sage Connected Services for ACT! account. Watch video

Accessing Data – Step 2

Sage Business Info Services for ACT!, powered by Hoovers, is one of the new Sage connected services available in Sage ACT!. Whether you want to know more about your existing customers and prospects, or you want to find new leads, Sage Business Info Services for ACT! can help. Watch this video to learn how to use Sage Business Info Services for ACT! to access vital company and contact data on existing contacts and prospects. Watch video