Learn how to quick jot off an email to contact record and see where to find it in history. (Length 5 min.)

Learn how to send bulk emails through search and deploy. Send to one or many, all in just a few clicks. (Length 5 min.)

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)

Yes, you can delete an active task. Watch this video to learn how to delete a task whether it’s an individual task or a task within an active TaskoMatic. It’s quick and easy to delete an open task, watch the video to learn more. (Length 3 min.)

Learn what to do first in Advantage Anywhere, some basics and what’s important. Great info for a new user. (Length 4 min.)

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

Watch this video to learn more about the Home icon in the upper left-hand corner of Advantage Anywhere. When and how to use to assist in quicklinks for Advantage Anywhere. (Length: 2 min.)

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/SLPs notifications are properly reassigned. (Length 4 min.)

Learn how to import contact records and the information required. (Length 6 min.)