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

on-demand | august 2024

Act! Premium Cloud Mobile

View our training session on Act! Premium Cloud Mobile, the newest and most intuitive Act! mobile app yet, available exclusively to Act! Premium Cloud subscribers! Get step-by-step instructions to help you get started, learn how to add contacts, create activities, manage opportunities, and more!

Watch now

Brent Milner
Act! Trainer

on-demand | july 2024

Act! Tips & Tricks: Master Your CRM Today

Elevate your CRM game with this training webinar dedicated to tips and tricks to help you master Act!. Perfect for both those new to Act! and seasoned veterans!

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Brent Milner
Act! Trainer

on-demand | June 2024

Sales Pipeline Management Best Practices: Elevate Your Sales Game with Act!

Learn how you can elevate your sales game in this training webinar, where we’ll guide you through essential strategies and best practices to enhance your sales pipeline management and drive sales effectiveness.
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Brent Milner
Act! Trainer

On-demand | May 2024

Act! Customization 101: Personalize Your CRM for Maximum Efficiency

Whether you’re new to Act! or looking to refine your skills, Act! Customization 101 will provide you with the foundational knowledge and practical tips to tailor Act! to your unique business needs.
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Brent Milner
Act! Trainer

on-demand | APRIL 2024

A Beginner's Guide to Act! Marketing Automation

If you’re new to Act! Marketing Automation and need help taking the first steps, or if you’re just looking to hone your basic skills, this webinar’s for you!

Watch now

Brent Milner
Act! Trainer

on-demand | mARCH 2024

Practical Tips to Harness Insights from Your Act! Data

Learn practical ways to leverage the rich information in Act! to gain valuable insights into your customers and your business performance.

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Brent Milner
Act! Trainer

on-demand | FEBRUARY 2024

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

See demos of 3 real-world use cases for Act! Marketing Automation. Learn ways to generate leads and nurture prospects, get tips on best practices for staying top of mind with your customers, and more!

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Brent Milner
Act! Trainer

on-demand | JANUARY 2024

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 | NOVEMBER 2023

SMS Text Messaging in Act!

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

on-demand | OCTOBER 2023

‘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!
Watch now

Brent Milner
Act! Trainer

on-demand | SEPTEMBER 2023

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!
Watch now

Brent Milner
Act! Trainer

on-demand | AUGUST 2023

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 | JULY 2023

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!
Watch now

Brent Milner
Act! Trainer

On-demand | JUNE 2023

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!
Watch now
Brent Milner
Act! Trainer

On-demand | MAY 2023

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 headhsot

Andy Wood
Act! Trainer & Email Specialist

On-Demand | APRIL 2023

Email Deliverability 101

Watch our recent training session on email deliverability best practices.
Watch now
Andy headhsot

Andy Wood
Act! Trainer & Email Specialist

On-demand | MARCH 2023

Data Management & Security

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

Brent Milner
Act! Trainer

On-demand | FEBRUARY 2023

Act! Customization Tips

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

Brent Milner
Act! Trainer

On-Demand | JANUARY 2023

Advanced Marketing Automation

Watch our recent training session on advanced Act! Marketing Automation features.
Watch now

Brent Milner
Act! Trainer

on-demand | NOVEMBER 2022

Act! Tips & Tricks

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

Brent Milner
Act! Trainer

ON-DEMAND | OCTOBER 2022

Sales Pipeline Management

Watch our recent training session on Sales Pipeline Management and Act! Insight.
Watch now

Brent Milner
Act! Trainer

On-Demand | SEPTEMBER 2022

Act! Companion Mobile App​

Everything you need to know about getting started with the Act! Companion mobile app.
Watch now

Brent Milner
Act! Trainer

On-Demand | AUGUST 2022

Act! Marketing Automation

Everything you need to know about getting started with Act! Marketing Automation, included with your Act! subscription!
Watch now

Brent Milner
Act! Trainer

On-Demand | JULY 2022

Outlook Integration

Everything you need to know about Outlook integration! Installation tips, features overview, configuring preferences, and more!
Watch now

Brent Milner
Act! Trainer

Be in the Know

New webinars will be announced regularly. If you want to stay informed on upcoming events, enter your email below.

Yes, let me know about upcoming training webinars!

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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, Customizations, Campaign Building, and more!

Explore the webinars

Brent Milner
Act! Trainer

About Your Trainer 

An Arizona native, Brent Milner has been part of the Act! Training team for over 17 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 three dogs.