Question: Where can I find resources to help me get started with Act! Companion?
Product:
Product Family: Act!
Deployment: Desktop, Web and Cloud
Integration: Act! Web API, Act! Connect Link, Act! Companion
The following articles are a list of resources that will assist you in setting up and working with the Act! Companion app.
Initial Setup
How do I set up Act! Companion?
Working with Contacts
How do I view, create and edit Contacts in Act! Companion?
How do I search for contacts in Act! Companion?
How do I Delete a Contact Record in Act! Companion?
Recording History for a Call/SMS Message/Email in Act! Companion
How do I view and attach Documents in Act! Companion?
Using the Business Card Reader with Act! Companion
How do I use the Mapping Functionality within Act! Companion?
How do I use the Proximity Search Feature within Act! Companion?
Activities
How do I create, view and edit Activities in Act! Companion?
How do I clear an Activity in Act! Companion?
How do I use the Calendar in Act! Companion?
History and Notes
How do I Create and Filter History within Act! Companion?
How do I Create, Edit and Delete Notes within Act! Companion?
Opportunities and Insight
How do I view, edit, create and delete Opportunities in Act! Companion?
How do I view and filter Act! Insight charts from within Act! Companion?
Companies and Groups
How do I view, create and edit Companies in Act! Companion?
How do I view, create and edit Groups in Act! Companion?
Settings and Notifications
How do I Configure my Act! Companion Settings?
How do I use the Notifications section in Act! Companion?
How do the Timings of Notifications Work in Act! Companion?
Additional Functions and Information
How do I perform a Global Search within Act! Companion?
How do I use Favorites within Act! Companion?
How do I Use Speech To Text with Act! Companion?
What Feature Improvements have Been Released for Act! Companion?
Frequently Asked Questions about Act! Companion