Author Archives: KnowledgeBase

Video: Meet ABBI

Meet ABBI, your new personal assistant.  Incorporated into Advantage Anywhere is the first voice-driven, interactive assistant designed to make you more efficient.  ABBI enables voice-driven navigation, dictation and speaks to you.  Here’s an introduction to ABBI:

Contacts (Basics)

This video goes over entering and editing contact records, including recommendations on searching first before entering and using the proper punctuation and capitalization. (Approx. 7 minutes)

Video: 8-10-18 Open Training Recording

Recorded 8/10/18 open training session Topic:  A Slice of Life   Example of everyday use and scenarios, see Advantage Anywhere in use.  Open Q & A session and more tips – includes some coming features. This is a video for both new users and experienced users (Approx. 1 hour).  

Video: Campaigns (Video 2 of 3) – Sticky Points

How to create Sticky Points for your website, how to create code to place Sticky Points 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 Read more

Video: New User Information

New User information regarding the log-in portal, username and password information, resetting your password and other need-to-know details.  Recommended for both new users and administrators. (Approx. 5 minutes in length)

Video: 3-14-18 Open Training 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.    

TOURS – definition

Tours   : Tours are visits by potential resident/potential lessees or their family/representative. A tour is showing someone through a model, representative or available apartment, room, villa or cottage. Tours are recorded with Activity as part of a Note/Activity.  Select the most appropriate option in the activity list. Tours are reported as Initial Tour, Re-Tour and Total Tours.  Initial Tours Read more

OPPORTUNITY – definition

Opportunity – Senior Living Specific   : An opportunity represents an opportunity for a move-in. An opportunity could be a prospective resident looking for themselves.  An opportunity could be an adult child looking for a place/home for Dad.  An opportunity can be an opportunity for a move-in but involve multiple family members/friends or referral sources. Occupancy Advantage automatically calculates and Read more