Learn more about the Marketing link.  Access the bulk email, bulk print and post features inside of Advantage Anywhere.  Learn the basics on SLP (Smart Landing Page) and campaigns, email statistics and scheduled jobs.  All the basics for Marketing. (Approx. 4 mins.)  

How to use the Mailbox to display a copy of your email inbox. Watch this video to learn the basics of setting up and using the email inbox/mailbox features in Advantage Anywhere (Approx. 6 mins.)

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.):

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.):

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

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