Author name: Luis Garate

2022-10-20 Live Training Call

Questions answered on this call: 17:15 How to save Criteria when Importing records (Outside Data Service)23:20 How to change Company Information28:00 How to Bookmark pages31:40 Issues with SSL (Submit a Ticket)33:30 How to use SlyBroadcast with Investment Dominator37:45 Custom Stages and Statuses47:25 Why is Owner Id and Property Id different49:00 How to get Tile View

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2022-09-08 Live Training Call

Questions answered on this call: 18:50 Setting up Virtual Assistant (Pat Live). 20:35 Custom Documents 26:30 Custom Neutral Letter with Logo 37:30 Mailing Custom Documents 41:25 Color Signature 42:35 REIPrintMail Integration 44:00 Customize Offer Letters 45:10 Offer Cover Letter with Logo 47:30 Generated Signature on Offer Cover Letter 52:53 Custom Offer Template 56:00 Create Support

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2022-09-01 Live Training Call

Questions answered on this call: 21:10 – System Update 21:50 – Generate Documents Screen Redesign 26:10 – Dashboard option removed from desktop 27:45 – Profile – Preferences Settings 31:30 – Profile – Notification Settings 33:05 – User Permissions 33:55 – API Documentation for Tasks 37:00 – Listing Page Optin Page 40:30 – Format APN data

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