Video: Advantage Anywhere Training Options

Advantage Anywhere user training options open to all users. We have 5 ways to learn the basics, find answers to questions, review new features and options, used advanced tools, set follow up, create marketing masterpieces and more! Here’s where to find training and help:

Video: Creating a Referral Strategy

How to set follow up and use the tools in Advantage Anywhere to create a referral strategy. A strategy to ensure each referral has the same follow up. Watch this training session to learn more about converting an organization’s strategy into a time saving sequence (Approx. 20 mins.)

Video: Merge Fields (Part 2 of 4)

Watch the step-by-step guide to sending an email using merge fields. This is part 2 in the series of creating and using merge fields. To view Part 3 in this series on creating a letter using merge fields: To view Part 1 in this series on creating the email being sent in this video: HERE

Video: Using Merge Fields in a Casual Email (Part 1 of 4)

Watch this video to see how you can benefit from using a template and merge fields in your daily routine. Step-by-step instructions and ideas for using this resource to increase productivity (approx. 20 minutes): See Part 2 in this training to see how to use and send this email:

Video: Automated Follow Up – real life examples (open training 10/28/19)

The open training session steps through 3 real life examples of using automated features to leverage your time and resources. Examples include: follow up for referral outreach/referral sources, automated drip campaign and a coaching philosophy turned into automated, prompted follow up. Watch this to see how automation can help you achieve your goals:

Video: Using the Mailbox Tab

Using the features in the Mailbox tab. Did you know, you can reply, save incoming emails into the history of a contact and turn emails into to-do items?  Watch this video to see how to use these features (Approx. 3 minutes):

Video: Cleaning up Contacts

Suggestions for cleaning up contacts, setting follow up and recategorizing contacts. Includes ways to use the system to ‘catch-up with follow up’ and find those who need follow up.This training in broken into two parts below: Part I: Part II:

Video: Using the Replicate feature to make a similar contact

Use the available Replicate feature to make a similar contact.  Replicate a contact to separate a married couple, having one contact for the husband and one for the wife.  Another example is using replicate to create a partner or professional contacting working at the same company or organization, easily.(Approx. 7 mins.)