A.  Tasks are visible for the one week prior to when they are due. You’ll notice there is a gray box visible making the task gray vs. the typical white task. These are viewable from your to-do screen. The grayed out tasks are those not yet due and the ‘complete’ link is grayed out and not clickable. Tasks that are Read more

A.  Search the contacts in your database to find those with specific criteria.  Navigate to CONTACTS, then click SEARCH.  Choose the criteria for the items you’d like to search on, for instance: Prospects (Category drop down) for a specific Account Executive (A/E drop down on who is working with this contact record) and what type of lead (drop down hot, Read more

A.  Navigate to TOOLS, then EDITOR.  Create your marketing piece by adding text, pictures, links and other items.  We recommending saving often as Advantage Anywhere is a website and is relying on your internet connection. The Editor creates it’s own templates and documents and cannot read a .PDF, an Excel or Word file.  However, there are icons to bring in Read more

A.  Once the Sticky Point/SLP has been created you can view the link to use and point to by navigating to the TOOLS, then the ADMINISTRATION link from within Advantage Anywhere.  Then click on CAMPAIGNS and find the Sticky/SLP Point you wish to use and click EDIT.  On the right hand side of the configuration box you will see a Read more