Video library for ACT! users

impact Videos

Watch how Impact AI Studio and Impact Suite remove friction.

Start with the short AI Studio demos, then explore Research Mode, Report Mode, Design Mode, bonus AI features, and Impact Suite tutorials.

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Impact AI Studio Overview

See how plain-English AI helps ACT! users research, get reports, and take action.

New to Impact AI Studio? Start here.

Watch these three short demos first to see how Impact AI Studio helps ACT! users research, get reports, take action, find contacts, and clean up duplicates.

Design Mode Introduction

2 minutes

Turn workflow ideas into buttons and actions inside ACT!

Research Mode Introduction

Intro

See how Research Mode helps summarize and understand ACT! records faster.

Report Mode Introduction

2 minutes

Create useful lookups, reports, and summaries from ACT! data using plain English.

Impact AI Studio bonus features

Practical AI wins: natural-language lookups, duplicate detection, and automation integration.

Contact List View

Find Contacts with Natural Language

Use simple English to find ACT! contacts by location, company, status, activities, opportunities, custom fields, and more.

Duplicate Contacts

Find Duplicates with Natural Language

Ask Impact AI Studio to find possible duplicate contacts using rules such as matching email, phone, address, company, or similar names.

Constant Contact

Connect ACT! with Constant Contact

Push the current ACT! contact or current contact list into Constant Contact using OAuth authorization and list selection.

Impact AI Studio videos

Research. Reports. Action. Choose the mode you want to learn first.

Research Mode

Understand records faster using selected ACT! data such as notes, activities, histories, and opportunities.

Report Mode

Turn local ACT! CRM data into lookups, summaries, answers, and reports using plain English.

Design Mode

Turn workflow ideas into ACT! buttons, actions, webhooks, forms, and automations.

Full AI Studio Playlist

Prefer to watch everything on YouTube? Open the complete Impact AI Studio playlist.

Open YouTube Impact AI Playlist

Impact Suite videos

New Feature Focus

Short videos showing recent Impact Suite improvements and workflow enhancements.

Easier Reporting 2 minutes
Generate reports quickly without opening the Report Designer.
Opportunity Fields 2 minutes
Display opportunity fields directly on the contact list.
Deduping Records 2 minutes
Deduplicate custom table records.
Phone Dialer 2 minutes
Add hot links to phone fields.
Activity Automation 3 minutes
Extend activity automation scripting.
Copy to Clipboard 3 minutes
Build your own copy-to-clipboard output.
Enhanced Record History 7 minutes
View record history while continuing to navigate ACT! records.
Show / Hide Data 8 minutes
Show or hide fields based on conditions on the form.

Wednesday Webinars and Deep Dives

Longer walkthroughs for users who want deeper training.

5 Minute Data Entry 5 minutes
List View Font Sizing 30 minutes
Impact Real-World End Users 30 minutes
Impact Introduction 30 minutes
Impact Data Entry and Calendar 30 minutes
Impact Settings 30 minutes
Word Templates 17 minutes
Subscription Tracking 20 minutes
Scripting and Automation 38 minutes
Data Entry Forms 8 minutes

One Feature in One Minute

Quick tutorials for individual Impact Suite features.

Field Formatting 1 minute
Email Campaign 1 minute
Simple Math 1 minute
Tab Positions 1 minute
Sort Multiple Columns 1 minute
Move Panels 1 minute
Change Font Size 1 minute
Activities 1 minute
Column Totals 1 minute
Calendar Side by Side 1 minute
Parent / Contact Fields 1 minute
Saved Lookups 1 minute
Filter Panels 1 minute
Date Range 1 minute
Color Rules 1 minute
Alternating Color Rows 1 minute

Tips, Tricks, and Automation

Helpful workflows, automation ideas, templates, reporting, and power-user topics.

Advanced Impact Suite Topics

Custom tables, reports, templates, dashboards, and advanced design features.

Overview 2 minutes
Post to QuickBooks 2 minutes
Tab Indicators 3 minutes
Tab Controls 3 minutes
Invoice Bundling 2 minutes
Smart Notes 8 minutes
Invoice Templates 4 minutes
Radius Mapping 2 minutes
Microsoft Word Templates 4 minutes
Opportunity Quotes 4 minutes
Email as PDF 4 minutes
Templates with Lists 4 minutes
Math and Scripting 3 minutes
Line Item Calculations 4 minutes
Product Bundling 2 minutes
Autorun / Schedule 8 minutes
Report to Excel 10 minutes
Report Wizard 24 minutes
Report Designer 10 minutes
What Is a Custom View? 14 minutes
Parent Child Tables 4 minutes
Data Entry Forms 1 minute
Templates with Custom Views 1 minute
Custom Tables 1 minute
Opportunity List 1 minute
Contact List 1 minute
Dashboards 1 minute
Contact Details 1 minute
Activity List 1 minute

Impact Suite YouTube Playlist

Open the full Impact Cloud YouTube video page for more tutorials and walkthroughs.

Open YouTube Impact Suite Videos

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