Luis Garate

2022-08-08 Live Training Call

Questions answered in this call: What are the Investment Dominator [Big-3] setup requirements – 9:30Signature/Profile – 10:23Company Info – 17:45Domains – 34:3041:00 – How to Generate your SSL44:10 – Quick Start Guide for the Investment Dominator50:00 – How to see replays of the past Live Q+A calls51:20 – How to create a support ticket for …

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2022-08-04 Live Training Call

Questions answered on this call: 8:30 – Preparing records for offers20:10 – How to send a subset of records within Investment Dominator25:20 – How to perform an Advanced Search29:30 – How to export records (Backup purposes)33:40 – History for actions done on records37:50 – Understanding Marketing Tab44:40 – How to Generate Neighbor’s list

New Update for Roles and Permissions for User Management

Chances are if you are coming across this article you want to know the difference between the types of Users you can create under your profile. We have released a new system update that will not only allow you to further personalize these Permissions to best fit their Roles, but you can also add Custom …

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Tasks > Reports: Understanding the data

We have a few key reports built into the Investment Dominator regarding your Team Management, located under the ‘Tasks > Reports‘ section. Task KPI’s The first report you will find is in regards to Task KPI’s (Key Performance Indicators). These are analytics measures that determine a task’s performance in critical areas such as accuracy, timeliness, …

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July 2022 – Update to Investment Dominator

In this article let’s discuss the recent changes to the Investment Dominator. Overall we have not removed any functionality the Investment Dominator had before, but instead we have updated the interface and changed the way you use some of your favorite features. 1. Using Actions In Investment Dominator Before using actions within ID looked like …

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New and Improved Tasks and Team Management Update

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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Zapier: How To Connect CallRail With The Investment Dominator

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 CallRail to post Call …

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Zapier: How To Connect PandaDoc With The Investment Dominator

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 PandaDoc, but first, let’s talk …

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Zapier: How To Connect TextMagic With The Investment Dominator

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 TextMagic, but first, let’s talk …

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2022-05-23 Live Training Call

What are the Investment Dominator [Big-3] setup requirements – 6:45Signature/Profile – 8:36Company Info – 17:44Domains – 39:00 48:24 – How to Generate your SSL52:15 – How to create a support ticket for tech support55:00 – How to see replays of the past Live Q+A calls57:00 – Quick Start Guide for the Investment Dominator