Video: The Basics

This open training session focuses on the basics, great for new and veteran users. Features and ways to use the system, all good information. (Approx. 40 minutes). RECOMMENDED WATCH          

Video: Contact Touch Report

The report that is based on the contact you pull up.  It’s the hidden gem to view the last tasks, last appointments, and any upcoming tasks or appointments as well as the last time the record was touched/updated.  Watch this video to see the great report feature. (Approx. 5 mins.)   Click Play Below:  

Video: Creating Relationships

Want to recognize a relationship?  Wish you could tie contacts together?  Here’s how to use Relationships in Advantage Anywhere to recognize and tie various people together. Relationships are a way to link contact records and further define their connections. Useful for identifying those who are the primary contact, are the decision maker, or partner. Watch the video to see how Read more

Video: Referral Source Tracking and Reporting

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