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2019-09-05 Live Training Call

On this live training call, we discussed…

  • How to create a custom status in the Investment Dominator – 3:00
  • Is there a Help Topic with a step-by-step process to upload an Excel list into Investment Dominator – 10:45
  • When importing a list should the status be changed from Prospect to Mailed Letter-1 status in Investment Dominator – 14:55
  • After importing a batch of records can the existing records be updated in Investment Dominator – 22:35
  • How to correct error-ed records from a previous import in Investment Dominator – 23:30
  • How to delete a recent Import in the Investment Dominator – 27:50
  • How to use Advanced Search functionality in Investment Dominator – 32:55
  • How to input expenses on a house deal in the Investment Dominator – 41:00
  • How to use Advanced Searches to export data to .CSV for sending to Letter Net Printing out of the Investment Dominator – 44:40
  • When individuals enter the Buying site to sell their property how is their information processed in the Investment Dominator (Part A) – 53:00
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