Learn about using Tasks, includes creating, editing, deleting and fulfilling Tasks. (Approx. 17 min.)
Author Archives: KnowledgeBase
Video: ABBI and Advantage Anywhere Mobile
Advantage Anywhere is now mobile friendly! Log in and select the mobile site in the bottom right hand corner – it’s a finger friendly lite version of Advantage Anywhere. Things you’d do on a smart phone or smaller device are still at your fingertips. See the mobile version of Advantage Anywhere below:
Video: Meet ABBI
Video: 8-10-18 Open Training Recording
Video: Campaigns (Video 2 of 3) – Sticky Points/SLP (smart landing page)
How to create Sticky Points/SLPs’ for your website, how to create code to place Sticky Points/SLPs’ 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: Lesson 9 – Creating Custom Reports
Video: Open Training 3-14-18 (Recorded live)
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.
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 Developers 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 Developers Advantage? This email gives you step by step instructions on how to accomplish this task. Keep in mind. an Adobe .PDF Read more
