An open training session recorded.  Great intro for both new and existing users.  Good pointers and info for everyone.  Topics covered include: Contact records, finding duplicates, searching, using search filters, running reports, taking notes and recording activity.  Some marketing and follow up suggestions.  

Watch this live training for how to convert .PDF files into emailing items within Advantage Anywhere. Do you have a pre-made .PDF file provided by your marketing staff or outside marketing firm – or maybe you designed it – you’d like to send through Occupancy Advantage? This email gives you step by step instructions on how to accomplish this task. Read more

This open training session focuses on the basics, great for new and veteran users. Features and ways to use the system, all good information. (Approx. 40 minutes). RECOMMENDED WATCH          

The report that is based on the contact you pull up.  It’s the hidden gem to view the last tasks, last appointments, and any upcoming tasks or appointments as well as the last time the record was touched/updated.  Watch this video to see the great report feature. (Approx. 5 mins.)   Click Play Below:  

Click Play Below:  

There are 7 recommendations from March 2014’s open training session for cleaning up your data.  Everything from locating past prospects to revive to deleting Tasks on your Tasks page you just aren’t going to do..  Learn how to keep your contacts engaged and your contacts up to date with this video (Length 20 minutes).

Advantage Anywhere has a social media module which let’s you connect to your social media and create and post in one click.  Link your Twitter, LinkedIn or Facebook pages to Advantage Anywhere and post away.  The module even lets you post to company pages within Facebook.  Watch the video to see live postings to social media locations, all from within Read more

Watch this video to learn more about the Editor and steps to create emails, documents, templates for both printing letters and sending emails.  Learn about creating a letter on your letterhead, creating a newsletter or event invite in Advantage Anywhere.  Create one email or template letter and send it out to any or all of your contact records in a few Read more