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.
Resize Attached
Photos (5:07) - New option to resize
photos as you attach them to your emails.
Grab Contact From
Signature (2:09) - New feature to grab
the contact information from a signature of an email.
Windows 7 - Default
Email (1:00) - Setting up Advantage Xi
as the Windows 7 Default Email.
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.