Academy

Welcome to the Advantage Anywhere Academy

Learn the Basics or Take your training and skills to a new level.  Use the self-guided Academy to become proficient in Advantage Anywhere.

The opportunity to learn at your speed with our Academy videos and tutorials, go at your own pace.  The links below are grouped based on skill level. We recommend starting at Level One.  Administrative features require administrative rights, features and functionality vary based on your system configuration, set up and industry.

Level One or Beginner and New User Basics Suggested Videos (RECOMMENDED VIEWING)

Video 1: New User Basics Video 2: Contacts (Basics) Video 3: Filling Contact Records & more Video 4: Recognizing Relationships & more Video 5: Working with Contact Records Video 6: Unsubscribes Video 7: Searching Contact Records (start video at 12:40) Video 8: Recording Lost Inactive Video 9: Contact Touch Report  Video 10: Record Notes and Activity

Level Two for  Intermediate User  Options Suggested Videos

Video 1: Bulk Email Basics  Video 2: Working with Contact Records Video 3: Merging Contact Records Video 4: Using Discovery Guides Video 5: Referral Source Tracking  Video 6: Using Replicate  Video 7: Using Calendar and Appointments  

 

Level Three Advanced User Options, User and Manager Suggested Videos

Video 1: Creating Custom Contact Reports Video Video 2: Creating Sticky Points (SRP’s) Video 3: Making Creative Email Templates  4: Bulk Emails Sending converted PDF

 

Administrator Access, Functions and Configuration Options Suggested Videos
Video 1: Changing Passwords Video 2: Administrative Access  Video 3: Creating Automated Follow Up Video 4: Creating a New User Account  Info 5:  Deleting/Archiving a User Video 6:  Administration and Configuration