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Contact Management Web Tutorial

Start with the basics of using Advisors Assistant, and learn how to:

• Track clients, prospects, producers, groups, mailing lists, and more!
• Search your data to look for new sales opportunities among both clients and prospects.
• Use Advisors Assistant to build client rapport.
• Target Markets with Advisors Assistant.
• Export data to Outlook and use Advisors Assistant with your handheld computer.
• Use the Calendar to schedule appointments, review dates, follow-ups, and even send messages to other users.
• Print letters, envelopes, and labels using Advisors Assistant's direct connection to Microsoft Word.
• Generate reports for client meetings.
• Log letters and phone calls with follow-ups and store the text of the letter in Advisors Assistant.
• Customize Advisors Assistant Attachments, Flex Fields, and other areas that will make the program work like it was written just for you.

The Contact Management Web Tutorial covers the following topics:

• Tour of the Advisors Assistant View Screens
• Using Perspectives to change the way you view information on the screen
• Using Abbreviation Codes
• Adding Names, Addresses, & Phone Numbers
• Using Flex Fields to customize Advisors Assistant
• Adding Email & Web Site Addresses
• Copying Addresses & Phone Numbers to other names
• Adding Notes & Follow-Up Dates
• Using Markets to increase the power of Advisors Assistant for marketing purposes
• Linking Names
• Associating Files (pictures & scanned images)
• Attaching Forms
• Dialing the Phone Automatically
• Using the Advisors Assistant Calendar
• Setting up your calendar
• Adding Appointments, ToDo's, and Phone Call Follow-ups
• Sending Messages
• Printing Calendar Reports
• Printing Client Reports
• Sending Single & Broadcast Emails
• Using Advisors Assistant with PDAs
• Merging with Microsoft Word to quickly and easily send one letter or a mass mailing
• User Preferences, Utilities, and Administrative Functions
• Tracking Groups
• Using Data Exchange

The Contact Management Tutorial has 10 hours of lessons, and when you purchase it for just $99 you receive 30 hours of time. You can spend those hours however you like - 3 people can go through the complete Tutorial, or you can repeat different lessons as many times as you like.

There is no expiration date attached to the Tutorials - 6 months from now you can log into the Tutorial if you still have time available.

Call 800-799-4267 or 805-773-7981 to start using the Advisors Assistant Web Tutorials Today!