Act4Wealth Set-up

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

  1. Enter the Activation Key
  • Click Activate
  • Click Close
  1. Click on Act4Wealth on the Act Menu Bar and select Act4Wealth Setup
  1. Act4Wealth Setup – Click Next
  1. Click Next
  1. Choose the features you wish to install (Minimum Required: Contact Schema/Layouts)
  1. Click Next
  1. Act4Wealth is now being setup
  1. Click OK
  1. Click Next
  1. Click Finish
  1. Act will now Close and launch the Copy Topline Preferences – Click Copy

    Note: The Database name and the Username should appear in the window)

  1. Click OK to restart Act!

Welcome to Act4Wealth!

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