Creating a user account step-by-step and how to edit, how to change a users password, change access rights, provide tab access or lock down rights. Watch this video to learn the various user set up options and how to create and enable an account or archive and terminate access.
Video: Lost and Inactive Contacts
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
Video: Open Training 10-5-18
Video: Lesson 9 – Creating Custom Reports
Video: ABBI and Advantage Anywhere Mobile
Advantage Anywhere is now mobile friendly! Log in and select the mobile site in the bottom right hand corner – it’s a finger friendly lite version of Advantage Anywhere. Things you’d do on a smart phone or smaller device are still at your fingertips. See the mobile version of Advantage Anywhere below:
Video: Meet ABBI
Video: 8-10-18 Open Training Recording
Video: Campaigns (Video 2 of 3) – SLP (Smart Landing Page)
How to create a SLP for your website, how to create code to place a SLP on your website, use in social media and more! Set it up from start to finish including additional notified users and more. Watch what happens when a lead comes in and what happens next. This is video 2 of a 3 part series on Campaigns for Read more
Video: Open Training Session 3-14-18 (Live Recording)
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.
Video: Turning a .PDF flyer into an bulk email template
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