Watch

Video: Open Training Session 2-15-19

Recorded 2/15/19 open training session on using the Editor to create templates, emails, letters, tasks with emails and letters and more.

Video: Open Training 1-18-19

Recorded 1/18/19 open training session Topic(s): Introductions Using Configuration Options Questions on Configuration Learning More Open Q&A This is a video for both new users and experienced users (Approx. 23 min.)

Editing Wait-list and Deposit Status in Occupancy

New Feature from Advantage Anywhere. Users now have the ability to edit wait-lists and deposits. A must watch for Occupancy users. (Length 4 min.)

Video: Administrative Access and Administrative Features

MUST WATCH FOR ADMINISTRATORS – Watch this video if you manage a business, location or users. This video is an introduction to all things for Administrators including: Access levels, adding users, archiving users, restricting access, making changes, viewing dashboards and more (approx. 32 mins.)

Video: Changing Passwords

Learn more about how to change or reset passwords for both the user and the Administrator. Also includes use of the ‘Forgot Password’ link found on the sign in page. (Length 2 min.)

Video: Marketing and Using Bulk Marketing, Posting and SLP (Smart Landing Page)

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.)

Video: Mailbox and Connecting your Inbox

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.)

Video: The Tasks Link

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.):

Video: The Today Dashboard

The Today Dashboard display metrics and to-do task items relevant to the user log in. All things related to you, your contacts, your activities, your conversion metrics, your to-do items are all displayed here. View contacts categories and activities in graphs that are clickable to easily access contacts. Watch the video to learn more about using the Today Dashboard ( Read more

Video: The Home link

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.):

Knowledge Base

Watch