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)
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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: 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 a primary party or the Realtor/Broker. Watch the video to see Read more
