Author Archives: advankb2

Video: Administrative Access and Administrative Features

MUST WATCH FOR ADMINISTRATORS – Watch this video if you manage a business, location or users. This video is an introduction to all things for Administrators including: Access levels, adding users, archiving users, restricting access, making changes, viewing dashboards and more (approx. 32 mins.)

Video: Changing Passwords

Learn more about how to change or reset passwords for both the user and the Administrator. Also includes use of the ‘Forgot Password’ link found on the sign in page. (Length 2 min.)

Video: Merging Contact Records (Merge Contacts)

Yes, you can merge two or more contact records into one. Watch this video to learn how easy it is to merge contact records within Advantage Anywhere. (Length 3 min.)

Video: Marketing and Using Bulk Marketing, Posting and SLP (Smart Landing Page)

Learn more about the Marketing link. Access the bulk email, bulk print and post features inside of Advantage Anywhere. Learn the basics on SLP (Smart Landing Page) and campaigns, email statistics and scheduled jobs. All the basics for Marketing. (Approx. 4 mins.)

Video: Mailbox and Connecting your Inbox

How to use the Mailbox to display a copy of your email inbox. Watch this video to learn the basics of setting up and using the email inbox/mailbox features in Advantage Anywhere (Approx. 6 mins.)

Video: The Tasks Link

The Tasks Link displays all of your current, upcoming and past due tasks, to-do items, appointments, new leads to follow up with and follow up assistant prompts and recommendations. See how to sort, complete, edit and view all your tasks and more (Approx. 5 mins.):

Video: The Today Dashboard

The Today Dashboard display metrics and to-do task items relevant to the user log in. All things related to you, your contacts, your activities, your conversion metrics, your to-do items are all displayed here. View contacts categories and activities in graphs that are clickable to easily access contacts. Watch the video to learn more about using the Today Dashboard ( Read more

Video: The Home link

The HOME link is a quick way to navigate inside of Advantage Anywhere. One click links to get where you need to go. Here’s more on quick links found when clicking the home icon (approx. 1 min.):

Video: Creating a new team member log-in (user account)

Creating a user account step-by-step and how to edit, how to change a users password, change access rights, provide tab access or lock down rights. Watch this video to learn the various user set up options and how to create and enable an account or archive and terminate access.

Video: Lost and Inactive Contacts

Recording lost and inactive or lost and deceased contacts in Advantage Anywhere is easy. We recommend not deleting any contacts but instead marking them as lost/inactive contacts. Change to Lost/Inactive by changing the Category on the contact record. This will preserve the recorded notes and activities, any opportunities, past sales, or residency. All of this information is used to populate Read more

Knowledge Base

Author Archives: advankb2