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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: Recognizing Relationships

Want to recognize a relationship?  Wish you could tie contacts together?  Here’s how to use Relationships in Advantage Anywhere to recognize and tie various people together. Relationships are a way to link contact records and further define their connections. Useful for identifying those who are the primary contact, are the decision maker, or partner. Watch the video to see how Read more

Video: Referral Tracking & Reporting

Advantage Anywhere has the ability to track your referrals and referral sources.  Record a referral in a note and listing the referring party and their referral type.  Referrals can then be reported on in 3 ways: by navigating to the contact record and clicking on the connection icon to show referrals provided by this contact or by running a referral Read more

Video: Must Watch! for All Advantage Anywhere Users

This is a must watch video regarding the use of Advantage Anywhere and complying with the CAN SPAM Act of 2003.  All users need to know how to comply with this act and why they must completely fill out their own contact record. See the complete list of CAN SPAM Act details in the Q & A section. (Length 4 min.) Read more

Video: 7 Ways to Clean Up Advantage Anywhere Data

There are 7 recommendations from March 2014’s open training session 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 20 minutes).