Author Archives: KnowledgeBase

Going Mobile with Advantage Anywhere

Watch this video to learn how to add a link on your home screen to access Advantage Anywhere in one click (Apple iPhone), then use one click to log in. That’s opening the system and logging in, in just two clicks!! For Android, create home screen icon:1. Launch “Chrome” app.2. Open the website or web page you want to pin Read more

Video: Opening Training (7/23/20 – Part 2)

We review emails (individual and bulk), find groups and saved searches and discuss the Mobile Advantage Anywhere version. This is a good video for levels of user. (Approx. 12 mins.): View Open Training Part 1 HERE

Video: Email Signature

You can add an Email Signature to your account. Once added, your signature will auto-populate when you are sending an email (from the contact record). Learn how to create and save your email signature. (Approx. 4 mins.)

Video: Training session recorded 03-26-20

Learn about sending individual emails, bulk email, saved searches, groups, tagging, and finding your contacts. There’s so much packed into this training session. Want to send you contacts an update via email? Watch is video!

Video: The Advantage Anywhere for Senior Living ‘Opportunity’

Learn more about the Advantage Anywhere for Senior Living Opportunity metric. ‘Opportunity’ refers to the number of opportunities (possible move-in’s) your organization currently has open.  This takes into account those connected through relationships.  This count is looks at the relationships counting prospects and looks at the parties involved in those relationships.  Example:  prospect family members/friends is linked through relationships to Read more