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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:

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: Referral Source Tracking and 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: 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

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: Campaigns (Video 1 of 3) – Lead Sources

Campaigns are Advantage’s way of tracking your paid or unpaid marketing sources and giving credit to the correct program or initiative. This video is 1 of 3 related to using Campaigns – see Sticky Points/SLps for additional videos (Length 7 min.)