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2021-05-27 Live Training Call

Questions answered on this call:

+ 3:45 – Can you list 24/7 availability when using PATLive

+ 7:00 – Is it recommended to delete records if you make a mistake

+ 7:43 – How to undo an action within Investment Dominator

+ 11:00 – Is Tax ID better than TIN (1098 forms)

+ 13:00 – Recommended Phone setup for 2 lines

+ 15:12 – How to instruct Pat live to take customer calls (Ext 1)

+ 16:37 – How to give access to Pat live representative

+ 18:55 – Going over RC setup

+ 22:55 – How to remail to the same county

+ 43:10 – Advanced Search practices

+ 49:13 – How to generate a land list with our data tree integration

+ 51:50 – Why are there fewer letters in my campaign than the number of prospect records