2021-07-01 Live Training Call

Questions answered on this call:

  • 4:34 – Can you tell us how we can get more information about RC phone setup
  • 8:22 – How can we get more information about PatLive service
  • 10:40 – What does a Pat live member do with my Investment Dominator
  • 14:30 – Can you go over what information is associated with the neutral letter
  • 23:12 – What to do after sending a mailing with the mail house
  • 25:50 – How to check your activity log for records uploaded to ID
  • 28:12 – How to do an Advanced Search to look for records in Land tab
  • 30:58 – How to import records using data tree and related FAQ
  • 39:44 – Using our user guide to see Integrations available
  • 42:50 – Using record Ids to locate and tag properly
  • 47:44 – Can you provide more information for custom theme and how a freelancer can work on this
  • 56:15 – Where can we find more information on merge fields for Investment Dominator



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