New Version 2 Training Links
Address Book Overview (44:43 - Start
With This FIRST!!!) -
Overview of the Address Book and Contact Detail screen (Covers basic
description of each TAB in the Contact Detail)
Global Update Classifications (1:16) -
Step-by-Step procedure for adding a classification to multiple contact
records at one time.
Exporting Data for Bulk Mailing Company (2:15)
- Step by Step procedure for exporting data to a CSV file for Bulk
Mailers
Making Contact Every 90 Days (4:22) -
Uses the Last Contact field in the Additional Info tab to help you
select contacts in your list that you want to contact every 90 days.
Browse Notes (5:02) - New Screen to see
all notes in a date range.
Browse Showings (4:36) - New Screen to
see all property showings in a date range
Google Sync (16:17) - How to setup and
sync Advantage Xi with Google (Printable
Documentation)
QR
Codes (7:45) - New fields in the Photos
tab of Contact Detail and Property Details as well as Flyers. (Importing
Visitor)
Social Media (1:34) - New Tab in the
Contact Detail Screen to assign Facebook "Friends" and Twitter
"Followers" for easy access.
In most cases, the recordings below are still good training, however the look and feel of the screens are the older format but the steps are the same.