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Act-On Connect
Leads & Contacts
Leads & Contacts
Marketing Lists
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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Act-On Contacts
All Contacts Overview
Getting Started with Act-On Contacts
Create A/B Split Segments in Act-On Contacts
Contact Settings in Act-On All Contacts
Manage Contact Preferences in Act-On All Contacts
Syncing Form Submissions to Act-On Contacts
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CRMs
Salesforce CRM
MS Dynamics
Zendesk Sell
NetSuite CRM
SugarCRM
Infor CRM
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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Scoring and Segmentation
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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Contact Records
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
Account Based Marketing
The Account Report
Top Articles
Required Technical Setup Overview
Manage Your Spam Complaints
SMS Overview
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