Author Archives: KnowledgeBase

NEW – definition

New / Total :New and Total.  New refers to the count of something newly created/added in the date range of a report.  For example, NEW DEPOSITS would be the deposits added in the date range of the report run. Total would mean all the items that met that criteria.  Total Deposits, for example, would be all the Deposits on file/on Read more

Video: New Year Clean Up Suggestions

There are 6 recommendations for cleaning up your data.  Everything from locating past prospects to revive to deleting Tasks on your Tasks page you just aren’t going to do..  Learn how to keep your contacts engaged and your contacts up to date with this video (Length 8 minutes).

Video: Turning .PDF files into Templates to be used in emails

Watch this live training for how to convert .PDF files into emailing items within Occupancy Advantage. Do you have a pre-made .PDF file provided by your marketing staff or outside marketing firm that you’d like to send through Occupancy Advantage? This email gives you step by step instructions on how to accomplish this task. Keep in mind. an Adobe .PDF Read more

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: Wow it does that? Features

This open training session focuses on features you may not know.  This training session entitled, ‘It does that?’  shares features, functions and abilities you may have missed or wondered about.  Watch this video to learn more about the things that WOW our users.           &nbsp’

Video: Lesson 14: Marketing Messages

This open training session focuses on your message, specifically email messages and bulk email. When is the best day of the week to send a message?, How often should I send email blasts? What time of the day is good? and more. Learn more about segmenting your database so you can tailor your messages to the right audience. A must Read more

Video: New Advantage Anywhere User Logging in and Getting Started

A must-watch first video for New Users. An expanded video made especially for new users.  How to get started, log in and change your password are all addressed in this video.  Great for a new associate at your organization regardless of your company, industry or contacts. Click Play Below:

Video: Online Training Session – Topic: Back To The Basics (Recorded 4-12-17)

Online Training Session – Lesson 8 This online training session was recorded on 4-12-17, entitled Lesson 8 – Back to the Basics (Approx. 50 minutes – Click play below to watch :Learn about using Activities, how Activities drive metrics, reporting with Activities and how to use them. Great watch for managers who manage others using Occupancy Advantage. Click play below:

Video: Online Training Session – Topic: The Basics (Recorded 3-29-17)

Online Training Session – Basic Training This online training session was recorded on 3-29-17, entitled Lesson 8 – The Basics – How Advantage Anywhere Works (Approx. 50 minutes – Click play below to watch :Learn about using Activities, how Activities drive metrics, reporting with Activities and how to use them. Great watch for managers who manage others using Occupancy Advantage. Click play Read more