A.  When you have a sales opportunity or occupancy move-in or out the system will pop up to ask you about changing the contact’s category. This feature will prompt users to change the category at critical steps in the sales process with just two clicks.

Advantage Anywhere is driven by the contact record and being able to access those records to determine who is in what stage of the sales cycle, how many prospects you currently have, how many residents or customers you have, how many referral sources you have.  Keep the category of a contact record up to date is the way to ensure the integrity of your data and maintain the most up to date listings.  Therefore the system will attempt to assist you in updating the category at each potential status change.