Act! Training Webinar Series
Live & On-Demand Webinars
UPCOMING | JUNE 2025
Market Smarter, Not Harder: Take Your Marketing to the Next Level with Act!
Want to get more impact from your marketing without doing more work?
This month’s live training webinar will show you how to market smarter with Act! by aligning your strategy with your audience, data, and goals. Whether you’re building campaigns, targeting specific segments, or syncing efforts with sales, you’ll learn practical ways to drive better results—faster.
Wednesday June 25 @ 8:00am PT | 11:00am ET
Brent Milner
Act! Trainer
ON-DEMAND | MAY 2025
CRM on the Go: Getting the Most from Act! Mobile
Whether you’re new to Act! Mobile or looking to use it more effectively, this training session is for you. Designed specifically for Act! Cloud subscribers, Act! Mobile puts your CRM at your fingertips—anytime, anywhere. In this session, we’ll walk through key features and show you how to stay productive and connected on the go.
Brent Milner
Act! Trainer
ON-DEMAND | APRIL 2025
From Spam to Success: Email Deliverability Best Practices
Are your emails landing in inboxes—or the dreaded spam folder? Join us for this expert-led training where we’ll break down the essentials of email deliverability and give you the tools to get your messages seen, not filtered. Whether you’re a seasoned email marketer or just getting started, this session will help you improve inbox placement, protect your sender reputation, and boost engagement across your campaigns.
Andy Wood
Act! Trainer & Email Specialist
ON-DEMAND | MARCH 2025
Stay in Sync: Act! Best Practices for Network, Remote & Offline Work
As an Act! subscriber, you know the value of having data at your fingertips, no matter how you work or where your day takes you—in the office, on the road, or at 30,000 feet in the air. Join us for a training session on 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 | FEBRUARY 2025
Protecting Your Act! Data: Best Practices for Integrity & Security
Learn how to prevent duplicate records, standardize values, and perform essential maintenance to keep your database running smoothly. We’ll also explore key security features, including user roles, permissions, and record/field-level security, to ensure your data remains protected.
Brent Milner
Act! Trainer
on-demand | JANUARY 2025
SMS Text Messaging in Act!: Expand Your Reach & Drive Connections
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 | december 2024
Act! Your Way: Tailoring Act! to Your Unique Business
In this on-demand webinar, discover practical tools and techniques for tailoring Act! to your specific business needs. This insightful training session will empower you to maximize efficiency, improve collaboration, and safeguard your data.
Brent Milner
Act! Trainer
on-demand | OCTOBER 2024
5 Tips to Boost Your End-of-Year Business with Act!
Close out 2024 strong with our top 5 tips to drive end-of-year business with Act!. 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 | September 2024
Expand Act! Data Management Capabilities with Custom Tables
In this on-demand webinar, we’ll show you how to expand Act! data management capabilities with Custom Tables. You’ll learn how to create tables and import data, leverage pre-built industry templates, segment & analyze Custom Tables data, and more!
Brent Milner
Act! Trainer
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!
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!
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.
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.
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!
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.
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!
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.
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!
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!
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!
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.
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!
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!
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!
Andy Wood
Act! Trainer & Email Specialist
On-Demand | APRIL 2023
Email Deliverability 101
Watch our recent training session on email deliverability best practices.
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.
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!
Brent Milner
Act! Trainer
On-Demand | JANUARY 2023
Advanced Marketing Automation
Watch our recent training session on advanced Act! Marketing Automation features.
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!.
Brent Milner
Act! Trainer
ON-DEMAND | OCTOBER 2022
Sales Pipeline Management
Watch our recent training session on Sales Pipeline Management and Act! Insight.
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.
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!
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!
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.
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Want to dive deeper? Check out additional on-demand webinars to 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