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

  12. Click OK to restart Act!

  13. Welcome to Act4Wealth!