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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
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