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Help Is Just A Click Away!

1. ADVISORS ASSISTANT The Leader in Client Management Software for Financial Services 2011 3 The User Guide for Advisors Assistant is Built Right Into the Program Dear J ohn Did You Know there s a Help Button on every screen in Advisors Assistant And many of the Help Topics contain Video Tutorials that actually explain and walk you through the screen that you re using The main Help Button is right in the middle of the View Screen to the left of the phone number section All other screens have a Help Button in the bottom right corner of the screen using the Help Button on the screen takes you right to the Helo Topic for that screen up Ss Tools Reports Admin Access Help View Client With Workflows James Madison Jim gt Home Address Types Prospect Head of Hsld Addressee James Mac Level A Business Fs status Active Job Title Occupation President Address 1 11407 Con spouse Dolley Madison Address 2 i Birthdate 6 16 1951 Total Income 180 000 Address 3 Age Near 59 60 Net Worth 1 250 000 City state Montpelier Anniversary 9 6 1970 Dependents A oy a Email james me Drv License M075645555 Virginia ie i Froducer Moneymaker Chris fra Web Site www madi Business Phone Phone 212 875 3 Fax 212 875 3 Perspectives Active Er Sales Pipeline m Qualify Lead Phone Call ig Initial Meeting Schedule Appointment e Sales
2. Pipeline Begin Date 1 21 2011 a Prepare proposal Task a Schedule Proposal Mtg Schedule Appointment bam Present Proposal Meeting d EN Follow up proposal mtg Phone Call fie ma at Owner Chris Mone When you open a Help Topic you ll see not only written Help but Video Tutorials and Screen Shots a om fe Hide Home Print Options Contents Index Search Favorites VIEW VUlient VVIthi NOTES lt gt i E amp Getting Started With Advisors Assistant E User Setup amp Registration J E Financial Planning xt F E Names and Contacts gt ae g s E Workflows a View Client With Notes Add Notes Tutorial 5 50 E New Business fF Oo Notes D Short Video E Markets Areas of Interest F Tutorials show j rE oe Getting Started View Screen Tour 7 53 you ppsa the m Files g FlesFields E Attaching Pages El Dashboard n gt Calendar Expand the Chapters for helpful topics not related to screens View Client With Notes Overview Advisors Assistant you have the ability to track an unlimited number of notes for every contact in database You can also organize your notes into different Mote Topics which is especially helpful E Merging with Mj ewe or compliance if you re selling securities and insurance products and need to keep your notes separate E Ly Emailing with Advisors Assistant You determine the name of each Note Topi
3. c you add to Advisors Assistant so you can customize your 2 Getting Started With Email notes and they make sense to you Then within each Nofe Topic you can have an unlimited number of 2 Sending Single Emails Note Entries 2 Sending Broadcast Emails Primary 2 Sending Broadcast Emails All Email 2 Email Archiver 2 Moving Emails from 2 8 to 6 ne Messaging Autodialing the Phone E Advisors Assistant Tools E Administrative Functions e Investment Management Insurance Management E Insurance Commission Tracking 4 Imaging Assistant E Using PDAS Screen Shots have many helpful tips View Client With Motes lt ddress Primary 4 eafdressee Mr James Madison Jim Business James Madison A Law Corporation Job ae Right click on the address Address 1 9567 Walnut Street S map it with Google Maps Address 2 Internet access required Address 3 Say State Port Conway VA 14756 gt Primary 2 4 oN Primary 1 2 Apay s l je James Madison Jim Types Client Group Participant A Occupation Attorney a Sa Nolte ho ae Perspectives Client Account And if you wish to view or read the User Manual it s available directly from Advisors Assistant J ust go to the Help Menu at the very top of the Advisors Assistant screen then User Manual PDF to open the manual At Cl
4. ient Marketing Systems we re always looking for ways to help you learn to use Advisors Assistant so it can help simplify your life Missed a QuikTip Review all QuikTips on our website http www advisorsassistant com training QuikTips html Follow AdvisorsAssist on Twitter twitter

Help Is Just A Click Away!

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