Recorded 10/5/18 open training session Topic:  New Features and Efficiency Boosters   See how to use both new features and efficiency boosters like ABBI, @mentions, chat, face sheets, vCards and more. This is a video for both new users and experienced users (Approx. 33 min.)

Advantage Anywhere has the ability to track your referrals and referral sources.  Record a referral in a note and listing the referring party and their referral type.  Referrals can then be reported on in 3 ways: by navigating to the contact record and clicking on the connection icon to show referrals provided by this contact or by running a referral Read more

Using the Custom Contact Report Creation tool. Step by step record creation in real-time. Tips and ways to use custom contact reporting to send bulk emails, export contacts or letters.(Approx. 6 min.)  

Learn about using Tasks, includes creating, editing, deleting and fulfilling Tasks. (Approx. 17 min.)

Advantage Anywhere is now mobile friendly! Log in and select the mobile site in the bottom right hand corner – it’s a finger friendly lite version of Advantage Anywhere. Things you’d do on a smart phone or smaller device are still at your fingertips. See the mobile version of Advantage Anywhere below:

Meet ABBI, your new personal assistant.  Incorporated into Advantage Anywhere is the first voice-driven, interactive assistant designed to make you more efficient.  ABBI enables voice-driven navigation, dictation and speaks to you.  Here’s an introduction to ABBI:

Recorded 8/10/18 open training session Topic:  A Slice of Life   Example of everyday use and scenarios, see Advantage Anywhere in use.  Open Q & A session and more tips – includes some coming features. This is a video for both new users and experienced users (Approx. 1 hour).    

How to create a SLP for your website, how to create code to place a SLP on your website, use in social media and more!  Set it up from start to finish including additional notified users and more.  Watch what happens when a lead comes in and what happens next. This is video 2 of a 3 part series on Campaigns for Read more

Campaigns are Advantage’s way of tracking your paid or unpaid marketing sources and giving credit to the correct program or initiative. This video is 1 of 3 related to using Campaigns – see Smart Landing Pages for additional videos (Length 7 min.)