Author Archives: advankb2

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: 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