2020-03-05 Live Training Call

On this live training call, we discussed…

• How to successfully Merge Records in Investment Dominator (Part B)  – 4:15
• How to use the “UNDO” Command in the Investment Dominator Activity Log – 8:45
• How to scrub a [ReportAllUSA] Land list for importing into Investment Dominator – 11:20
• Using a [ReportAllUSA] Land list how to identify non-corporate entities, churches etc. and exclude them before importing  – 16:10
• How to successfully select ONLY Prospect records to update status in the Investment Dominator – 20:30
• Is there a way to save custom documents in the Marketing section of Investment Dominator – 24:25
• What is the main differences between PAT Live and AgentPro247 – 29:15
• How to handle cryptic responses by PAT Live in email form – 32:40
• How to generate and download a custom Neutral Letter template for ITI (LetterPrinting.Net) in a mail merge – 38:40
• How to create and save various Advanced searches in the Investment Dominator – 46:55