Questions answered on this call:
+ 3:45 – Can you list 24/7 availability when using PATLive
+ 7:00 – Is it recommended to delete records if you make a mistake
+ 7:43 – How to undo an action within Investment Dominator
+ 11:00 – Is Tax ID better than TIN (1098 forms)
+ 13:00 – Recommended Phone setup for 2 lines
+ 15:12 – How to instruct Pat live to take customer calls (Ext 1)
+ 16:37 – How to give access to Pat live representative
+ 18:55 – Going over RC setup
+ 22:55 – How to remail to the same county
+ 43:10 – Advanced Search practices
+ 49:13 – How to generate a land list with our data tree integration
+ 51:50 – Why are there fewer letters in my campaign than the number of prospect records
