Author Archives: KnowledgeBase

Video: Add, modify or delete user accounts

Learn about adding, modifying or deleting user accounts. Keep in mind if you are deleting a user account we recommend you contact support to ensure upcoming tasks, appointments and sticky point notifications are properly reassigned. (Length 4 min.)  

Video: Groups

Learn how and when to use groups, create groups, find groups and more. (Length 6 min.)

Video: Campaigns (Video 1 of 3) – Lead Sources

Campaigns are Advantage’s way of tracking your paid or unpaid marketing sources and giving credit to the correct program or initiative. This video is 1 of 3 related to using Campaigns – see Sticky Points for additional videos (Length 7 min.)