Academy
Welcome to the Advantage Anywhere Academy
Learn the Basics or Take your training and skills to a new level. Use the self-guided Academy to become proficient in Advantage Anywhere.
The opportunity to learn at your speed with our Academy videos and tutorials, go at your own pace. The links below are grouped based on skill level. We recommend starting at Level One. Administrative features require administrative rights, features and functionality vary based on your system configuration, set up and industry.
Level One or Beginner and New User Basics Suggested Videos (RECOMMENDED VIEWING)
Video 1: New User Basics Video 2: Contacts (Basics) Video 3: Filling Contact Records & more Video 4: Recognizing Relationships Video 5: Working with Contact Records Video 6: Unsubscribes Video 7: Searching Contact Records Video 8: Recording Lost Inactive Video 9: Contact Touch Report Video 10: Record Notes and Activity
Level Two for Intermediate User Options Suggested Videos
Video 1: Bulk Email Basics Video 2: Working with Contact Records Video 3: Merging Contact Records Video 4: Using Discovery Guides Video 5: Referral Source Tracking Video 6: Using Replicate Video 7: Using Calendar and Appointments
Level Three Advanced User Options, User and Manager Suggested Videos
Video 1: Creating Custom Contact Reports Video Video 2: Creating Sticky Points (SRP’s) Video 3: Making Creative Email Templates 4: Bulk Emails Sending converted PDF
Administrator Access, Functions and Configuration Options Suggested Videos
Video 1: Changing Passwords Video 2: Administrative Access Video 3: Creating Automated Follow Up Video 4: Creating a New User Account Info 5: Deleting/Archiving a User Video 6: Administration and Configuration