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

Act! Customization 101: Personalize Your CRM for Maximum Efficiency

Are you looking to get the most out of Act!? Join us for a live training webinar designed to help you personalize your CRM and boost your business efficiency.

Brent Milner
Act! Trainer

on-demand

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!

Brent Milner
Act! Trainer

on-demand

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.

Brent Milner
Act! Trainer

on-demand

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!

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.

Brent Milner
Act! Trainer

on-demand

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!

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!

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!

Brent Milner
Act! Trainer

on-demand

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.

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!
Brent Milner
Act! Trainer

on-demand

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!

Brent Milner
Act! Trainer

On-demand

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!
Andy headhsot

Andy Wood
Act! Trainer & Email Specialist

On-Demand

Email Deliverability 101

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

Andy Wood
Act! Trainer & Email Specialist

On-demand

Act! Customization Tips

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

Brent Milner
Act! Trainer

On-demand

Data Management & Security

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

Brent Milner
Act! Trainer

On-Demand

Advanced Marketing Automation

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

Brent Milner
Act! Trainer

ON-DEMAND

Sales Pipeline Management

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

Brent Milner
Act! Trainer

on-demand

Act! Tips & Tricks

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

Brent Milner
Act! Trainer

On-Demand

Act! Companion Mobile App​

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

Brent Milner
Act! Trainer

On-Demand

Act! Marketing Automation

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

Brent Milner
Act! Trainer

On-Demand

Outlook Integration

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

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!

Have an idea for a training webinar you’d like us to add to the list? Tell us about it!


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!

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.