How do I set up Act4Wealth?

After installing Act4Wealth, Launch Act!.  You will see the following screen:

  1.  Enter the Activation Key
    1. Click Activate 
    2. Click Close


  2.  Click on Act4Wealth on the Act Menu Bar and select Act4Wealth Setup



  3. Act4Wealth Setup – Click Next



  4.  Click Next



  5. Choose the features you wish to install (Minimum Required: Contact Schema/Layouts) 



  6. Click Next



  7. Act4Wealth is now being setup



  8. Click OK



  9. Click Next



  10. Click Finish



  11.  Act will now Close and launch the Copy Topline Preferences – Click Copy
    Note:
    The Database name and the Username should appear in the window)



  12. Click OK to restart Act!



  13. Welcome to Act4Wealth!