Step 3: Adding Custom Statuses Hello Again, From what we discussed in How to Manage Offer Campaign Part 1 we now have a firm understanding of the Default Deal Flow Setup and now we want to learn how to add our own custom Statuses. In order to do that let’s start with the custom statuses …
Record Options are tools that you can use to perform functions on a particular record. For example, the Investment Dominator has built-in calculators, generators, maps and more and these are called ‘Record Options‘ in the system. Record Options are indicated with a menu icon that looks like this: and if you hover over that icon …
On this live training call, we discussed… How to create custom property statuses How to create custom website pages How to create custom documents (letters, contracts, and flyers) How to customize your website menu How to customize your website banner How to customize your logos How to restore default text and content once you have altered it. …
On this live training call, we discussed… How to Create Custom Record Statuses. How to access the system activity log. How to access the activity log for property records and contacts in the system. How to Undo or revert a change to a record.
© 2022 Orbit Publishing. LLC
