User Support Resources

Training Videos

Get answers to the Top 20 support questions

Logging on

• Can't reach Logon page
• Invalid Username or Password message

Security settings and permissions

• Setting User Permissions to See Contacts
• Unable to See or Edit Contacts
• Unable to Delete Contacts
• Unable to Create or Edit a Drop Down List

General Use

• Creating and Editing Letter and Email Templates
• Task List
• Calendar
• Transferring ACT! templates to SalesNexus

General Setup

• Problems with Pop Up windows
• Unable to Find a Field
• How to Adjust Your Time Zone

Importing contacts

• New customer import options
• Trouble with Importing lists to your existing database

PRO services

• Activity Series and Auto Email How To
• Mobile Device Sync Setup
• Email Capture Setup

FAQ Sheet

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