2017-06-28 Live Training Call

On this live training call, we discussed…

• How to process offer requests properly
• How to prevent or reduce duplicate records
• How to look up a record by Contact ID (Letter Ref #)
• How to collect information from the owner (what to ask)
• How to identify the owners that request offers
• Introduction to the Reports section
• What happens if owners request an offer through your Buying site form

We also opened the call up for Q&As and answered questions about…

• What labels do we use when making an offer (Reference this article)
• How to embed a YouTube video into your website
• How to replace or remove your signature file
• How to access the replays of our live training calls
• How to reset your login
• What are the first steps as a new user (Reference this replay)
• How to get to the user guide
• How to contact support
• How to use letterprinting.net (Reference this article)
• Requirements of importing a list
• How to disable the Optin page and what is it used for
• How are the Owner and Property ids created
• What is Skip Tracing and how do you process returned mail
• Is Excel required to use the Investment Dominator (Reference sample Upwork.com post)
• What is your buyer’s list
• I don’t have an optin page, where did it go