Act! Training Webinar Series

Welcome to the Act! Training Webinar Series! Join Brent Milner, our Act! training expert, as he walks you through key features in Act!, shares tips & tricks on how to get the most from Act!, and keeps you in the know on what’s new.

Live & On-Demand Webinars

UPCOMING

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Putting Act! Marketing Automation to Work for You: 3 Real-World Use Cases

In this month’s training webinar, we’ll share 3 practical use cases for Act! Marketing Automation. You’ll learn how to get the most from your investment—turning Act! into the Sales and Marketing assistant you never knew you had!

Wednesday, February 28th | 4pm GMT

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Brent Milner
Act! Trainer 

ON-DEMAND

Microsoft Office Integration with Act!

Learn how to integrate Act! with the Microsoft Office apps you use everyday, including Outlook, Word, and Excel.

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Brent Milner
Act! Trainer 

ON-DEMAND

Act! landing page for customer activity

SMS Text Messaging in Act!

Easily send and record SMS text messages directly from within Act!. Learn how to create and send texts, build personalised templates, and record texts to History records and more! 

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Brent Milner
Act! Trainer 

ON-DEMAND

‘Tis the Season – Tips for Using Act! to Drive End of Year Business

Learn how Act! can help you close out 2023 strong. Create end-of-year promotional campaigns, automate processes to nurture client relationships, leverage Act! data to tailor outreach, and more!
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Brent Milner
Act! Trainer

ON-DEMAND

Act! Custom Tables: Unlock the Full Potential of Act!

Act! Custom Tables add spreadsheet-like tables and functionality to help maintain detailed business data with customer data directly in Act!. Watch our recent training webinar to see Custom Tables in action!

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Brent Milner
Act! Trainer

ON-DEMAND

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Managing Offline & Remote Usage

Learn about best practices for managing network, remote, and offline usage to drive productivity and ensure your Act! data remains in-sync and up-to-date.
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Brent Milner
Act! Trainer

ON-DEMAND

Business App Integrations - Extending Act! with Zapier

Watch our recent training webinar to learn how to connect Act! to popular apps via Zapier, including Google Contacts, QuickBooks Online, Slack, Calendly, Dropbox, and more!

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Brent Milner
Act! Trainer 

ON-DEMAND

Act! landing page for customer activity

Act! Fundamentals: Mastering the Basics

Whether you’re new to Act! or a seasoned user, this webinar is a perfect opportunity to explore the fundamentals of Act! and master the basics!

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Brent Milner
Act! Trainer 

ON-DEMAND

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Act! Marketing Automation - Back to Basics

Watch our recent training session on Act! Marketing Automation basics. Learn how to configure your account, create your first email template, and more!

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Andy Wood
Act! Trainer & Email Specialist

ON-DEMAND

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Email Deliverability 101

Watch our recent training session on email deliverability best practices.

 

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Andy Wood
Act! Trainer & Email Specialist

ON-DEMAND

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Act! Customisation Tips

Watch our recent training session on tips to customise Act! fields, layouts, activities, and more!

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Brent Milner
Act! Trainer

ON-DEMAND

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Data Management & Security

Watch our recent training session on Act! data management and security best practices.

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Brent Milner
Act! Trainer

On-Demand

Marketing automation landing page for Act!

Advanced Marketing Automation

Watch our recent training session on advanced Act! Marketing Automation features.
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Brent Milner
Act! Trainer

ON-DEMAND

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Sales Pipeline Management

Watch our recent training session on Sales Pipeline Management and Act! Insight.
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Brent Milner
Act! Trainer

on-demand

Act! landing page for customer activity

Act! Tips & Tricks

Watch our recent training session on tips, tricks, and best practices to help you get the most from Act!.
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Brent Milner
Act! Trainer

On-Demand

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Act! Companion Mobile App​

Everything you need to know about getting started with the Act! Companion mobile app.
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Brent Milner
Act! Trainer

On-Demand

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Act! Marketing Automation

Everything you need to know about getting started with Act! Marketing Automation, included with your Act! subscription!
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Brent Milner
Act! Trainer

On-Demand

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Outlook Integration

Everything you need to know about Outlook integration! Installation tips, features overview, configuring preferences, and more!
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Brent Milner
Act! Trainer


Want to dive deeper? Check out additional on-demand webinars to learn help you learn how to use key CRM and Marketing Automation features, including Importing Data, Outlook Integration, Customisations, Campaign Building, and more!

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Brent Milner
Act! Trainer

About Your Trainer 

An Arizona native, Brent Milner has been part of the Act! Training team for over 16 years. Brent creates training videos and learning curriculum to educate employees, partners, and Act! customers. In his spare time, he wanders around the woods in northern Arizona with his wife, his guitar, and four dogs.