• List Management Overview
• Creating a Primary List
• Creating a Marketing List
• Create a Contact List
• Uploading a List from Excel or CSV
• Can I bulk upload new contacts to a segment?

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• Contact Settings in Act-On All Contacts
• Manage Contact Preferences in Act-On All Contacts
• Syncing Form Submissions to Act-On Contacts
• Find Segment Details in Act-On Contacts
• All Contacts Overview
• Import Act-On Contacts from a CSV or a Marketing List

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• CRM Integration Features
• Importing and Syncing a CRM List
• Recommended Browser Preferences for Act-On CRM Integrations
• Connect Your CRM
• CRM Connector Status & FAQs
• How do I reconnect my CRM to Act-On?

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• Lead Scoring Rules Overview
• What are industry standards for lead scoring rules?
• Using Custom Touch Points for Lead Scoring
• Injecting a Behavior Score into a List Field
• Adding an Overall Lead Score List to a Marketing List
• Are Repeat Web Page Visits Counted for Lead Scoring?

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• Searching for a Contact
• Editing a Contact in a List
• Erase a Contact
• The Contact Report
• Deleting Duplicate Records in a List
• Adding Records to an Existing List

• Account Based Marketing
• The Account Report