Once you are familiar with task management, we’ve created a feature that expands this allowing for you to also create Task Templates that trigger once the records meet a certain condition such as a change of status. Let’s walk through how to access this feature: 1. How to access Task Template Wizard First, from your …
Within Tasks, you may have noticed it has been updated to show 3 view options with one of them including the Calendar view. The three options are as follows: List Card Calendar You can also switch the months by clicking on the highlighted arrow options to go back and forth. If you wanted to just …
With the new update for Tasks and Team Management out we want to take the time to discuss these changes in detail. We have completely revamped the Tasks section with this new update introducing new view options such as (Card, and Calendar view). Now allows for improved organization, efficiency, and task tracking. This also introduces …
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What Is Zapier? With Zapier you can easily connect and share data to and from the Investment Dominator with over 2000+ other web apps and saas systems. A complete app directory can be found at: https://zapier.com/apps In this article, we are going to explain how to connect the Investment Dominator to Trello, but first, let’s talk …
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In the Investment Dominator once a new team member has been created you may have the need to search the entire activity log for a specific user using the ‘Search By’ functionality. This functionality is not as simple as it may appear when attempting to search based on what displays in the User field of …
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When attempting to report Investment Dominator related issues to our Technical Department for support, there are 2 efficient methods of accomplishing this task so the Technical group is clear regarding the issue being reported. Using the [Create A New Support Ticket] function in the Help section of Investment Dominator is our starting place. There are …
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If you are using PAT Live as a call center, you may need to provide their representatives access into your Investment Dominator account as they receive calls from prospective sellers. The following illustrates how to complete this process. Step 1) – Create New Rep User For PatLive Navigate to ‘Team> Add User‘. Step 2) – …
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You will want to create a user login for each team member that accesses your system so that: Their actions can be logged properly in the ‘Activity Log‘ such that you can see an accurate history of actions the user has done. Your team can work simultaneously in the system with no issues. Here’s how …
How To Setup Users (Your Team) With Access To The Investment Dominator Read More »
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