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Act! Advanced Training Video Library

Website Chat Service

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Departments allow you to set up groups of Website Chat users that you can then assign to your various channels. This means you can make sure that a customer’s query reaches the right person quickly and easily giving them an excellent customer experience.

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The Website Chat module allows you to add a chat service to your website which then fully integrates with Act! Advantage. When a customer joins the website chat feature, Act! will instantly link them to their contact record in Act!, recording details of the interactions as a History record for them.

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With Website Chat, you can create multiple channels that you could use within your various websites. Individual channels can then be broken down into departments so that customers can be directed to the most helpful resource.

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Templates allow you to set up quick responses to common queries that agents can use in their chats.

URL Shortener

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The URL Shortener module allows customers to reduce the length of their URL links to make them friendlier for posting on social media or anywhere else. Learn how to create, manage, and review statistics for shortened URLs.

Project Management

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Learn about Act! Project Management, a built-in tool for managing projects within your CRM. This guide shows you how to create projects, define tasks, track progress with a Gantt chart, and automate your workflow.

Online Event Management

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Learn how to use Act! Online Event Management to host and manage webinars and online meetings. This guide shows you how to create events, automate RSVPs and reminders, and send targeted follow-up to attendees.

Online Appointment Scheduling

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Learn about Act! Online Appointment Scheduling, a tool that lets you publish your Act! calendar online so contacts can book meetings with you. This video covers setting your availability, configuring your personal calendar, and creating automated email confirmations.

Online Surveys

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Learn how to create online surveys with Act! Online Surveys. This guide shows you how to use decision trees to create adaptive surveys that collect customer feedback and automatically save responses to your Act! database.

Interactive Quotes

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Learn how to use Act! Interactive Quotes to streamline your sales process. This guide shows you how to generate professional quotes that sync with your opportunities and automatically close deals when a customer accepts.

Email Verification Service

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Email List Verification helps customers to trust their own data through validating email addresses. Learn how to perform an email list verification check on a group of contacts, and what to do with the results.

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Email List Verification helps customers to trust their own data through validating email addresses. Learn how to configure the Email List Verification tool.

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Email List Verification helps customers to trust their own data through validating email addresses. Learn how to create a list of contacts to prepare them for email verification.

Web Lead Forms

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Learn how to use Act! Web Lead Forms to create online forms for your website. This guide shows you how to capture contact data, generate new leads, and automate follow-up directly from a form submission.

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