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.)

This is a how-to for creating a newsletter template, an email invite, new product announcement or other type of email using pictures, images, links, icons, text and more. Watch the Part 3 of this session: HERE

How to print a formal letter using a template with merge fields, how to add your logo to make letterhead and more. (Approx 15 minutes) Watch Part 4, creating a newsletter or email with multiple images HERE Watch Part 2 in this series HERE

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

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:

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:

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):

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: