Learn how to set you email signature within Advantage Anywhere, add logos, links and all your information into your email signature. (Length 4 min.)

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.)

Watch the 7/9/19 Open Training Recording – learn more about Notes and activity, tasks, Taskomatics and follow up assistant, saved searches and groups and voice dictation with microphone. The most requested topics asked during training sessions.

How to created automated follow up, discussing TaskoMatics, tasks, follow up and more. Watch how to create, use and stop automated follow up with in-depth discussion on when to use and how to create. (Approx. 38 min.)

This video steps through creating a Sticky Point from scratch and using it to count RSVP’s for an upcoming event or other submission count. (Approx. 20 mins.)

In this video we explore the Follow Up Assistant and how to configure and use it. Examples of how to configure and use the Follow Up Assistant to ensure no one falls between the cracks, be more productive, efficient and ensure your team is using the proper materials for your follow up objectives. (Approx. 43 Mins.)

Learn more about using the editor to make creative email templates. This is an in depth look at creating an email newsletter or invite from scratch. Includes ideas and resource links for FREE inspiration and images. (Approx. 44 mins.) Click play below: