Act! Training Webinar Series

Learn how to make Custom Industry Tables work for your business. You'll discover how they can help you centralize important information, improve visibility into your customer data, and support more informed sales and marketing decisions.

Get more out of Act! with proven tips from our training experts. In this session, you'll learn how to set up Act! the right way, protect your data, and keep your database clean and organized. Walk away with practical best practices you can put to work right away.

Join us for an introduction to Act! Payments, powered by Propelr, and see how you can simplify payment collection while turning everyday customer interactions into faster revenue.

Whether you’re new to Act! Mobile or looking to get more out of it, this live training will help you stay productive wherever work takes 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.

The final session in the Getting Started with Act! Marketing series focuses on measuring performance and turning engagement into action. Learn how to track results, use scoring, and identify follow-up opportunities that help you get more value from your marketing efforts.

In Part 2 of the Getting Started with Act! Marketing series, you’ll learn how to reach the right audience using lists, simple automation, and lead capture tools. This session builds on email basics and shows how to connect campaigns to the right contacts at the right time.

This beginner-friendly session kicks off the Getting Started with Act! Marketing webinar series. Learn how to build and design your first email using templates, layout tools, and content blocks so you can create polished, send-ready messages with confidence.

In this session, we explore three key Productivity Accelerators – Accounting Integration, the Online Customer Portal, and Project Management – to show how each feature helps you automate tasks, strengthen customer relationships, and run your day more efficiently.

In this session, we explore how Web Lead Forms, Online Surveys, Web Chat, Email List Verification, and Act! Marketing work together to streamline inbound marketing, automate responses, and ensure every outreach reaches the right audience.

Take an in-depth look at the Sales Accelerators within Act! Advantage–powerful tools designed to streamline your sales process and boost conversion rates.

Act! Advantage unites your customer data, sales and marketing processes, website, accounting system, business apps, and more into one seamless platform—giving you everything you need to stay organized, drive growth, and maximize productivity.

This 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.