ACT Process / Essentials Overview
I am looking for an overview or step-by-step process for how Essentials is supposed to be used, or how to go about setting up a sales process within Essentials. Thanks!
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Official comment
Hello Katie,
Thank you for your post. At this time there is not a step by step guide or video on how to use Act! Essentials. When logging into your account for the first time there is a short tutorial on how to get started. For additional information regarding each portion of your Act! Essentials account please see the Act! Essentials Knowledgebase articles: https://actcloud1.zendesk.com/hcThank you,
Brittany RobertsComment actions
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