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
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
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 Wood
Act! Trainer & Email Specialist
On-Demand
Email Deliverability 101
Watch our recent training session on email deliverability best practices.
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.