On this live training call, we discussed…
- How to successfully Merge Records in Investment Dominator (Part B) – 4:15
- How to use the “UNDO” Command in the Investment Dominator Activity Log – 8:45
- How to scrub a [ReportAllUSA] Land list for importing into Investment Dominator – 11:20
- Using a [ReportAllUSA] Land list how to identify non-corporate entities, churches etc. and exclude them before importing – 16:10
- How to successfully select ONLY Prospect records to update status in the Investment Dominator – 20:30
- Is there a way to save custom documents in the Marketing section of Investment Dominator – 24:25
- What is the main differences between PAT Live and AgentPro247 – 29:15
- How to handle cryptic responses by PAT Live in email form – 32:40
- How to generate and download a custom Neutral Letter template for ITI (LetterPrinting.Net) in a mail merge – 38:40
- How to create and save various Advanced searches in the Investment Dominator – 46:55
