General – The Investment Dominator CRM User Guide

September Update: Quickly change your Subscription Type over at Profile > My Account

Customization, FAQ, General, User Guide / By Luis Garate

You can now more easily change your type of subscription you have, by heading over to ‘Profile > My Account’ and click on ‘Update’ on your subscription to change it into another type. This is applicable to the Investment Dominator CRM subscription type, as well as the Outside Data Service Integration subscription type. In the …

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September Update: New KPI metrics on your Main Dashboard

Data, FAQ, General, User Guide / By Luis Garate

We have just released a system update that adds new reports for you to view. These are available to you on the Main Dashboard just below the Wizards and the Records in Process screens. In this report you will recieve the following information: Call Back Rate: This percentage is the Offer Requests you have recieved …

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How To View Your Activity Log

Data, FAQ, General, House, Land, Selling, User Guide / By Luis Garate

Most single actions that you or other users in your system do (for example, changing a value of a field, deleting a record, merging a record, creating a record… etc) are logged and indexed under ‘Team> Activity Log‘. How To Get To The Activity Log? You can access the activity log two ways… You can …

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Zapier – FAQ’s

Customization, FAQ, General, House, Land, Selling, User Guide / By Luis Garate

Since we launched our Zapier Integration, there have been some great questions submitted to us from Investment Dominator users and we want to take a moment to address them here. What is Zapier?Zapier is a tool that helps you automate repetitive tasks between two or more apps—no code necessary. When an event happens in one app, Zapier …

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Brand New Wizards Screen Update

General, General / By Luis Garate

We are excited to announce we have made an update to the Dashboard of the Investment Dominator. This new update will present our new wizards for easy access to perform operations within Investment Dominator. The Introduction of these Wizards will enable you to have an even easier time working on different processes with the Investment …

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Permissions for User Management

Customization, General / By Luis Garate

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. You have two options when creating new users for your account. Admin Account: Partner with the Investment Dominator Representative Account: Virtual Assistant Please note depending on what you are …

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How can I import international (non-domestic) mailing addresses into the system?

FAQ, General, House, Land, Selling / By admin

Currently, we don’t have the option to import foreign addresses into the system specifically, however, there is a workaround. You can import them as long as you stay within the import guidelines, which is to fill the 11 required fields: TypeFirst NameLast NameCompanyAddressCityStateZipAPNProperty CountyProperty State If you input a value under the ‘State‘ column of …

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How Do I Unmerge A Record?

General / By admin

If you merged two records by accident and would like to undo, or revert that action you can do so under the ‘Team> Activity Log‘ area. In the Activity Log, you should see two merge actions one called Merge-D and another called Merge-U. To perform the unmerge, click the ‘Undo‘ option for the Merge-D record …

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How To Show/Hide Disclosure Notice On Neutral Letters

Customization, General, Land, Selling / By Luis Garate

Based on your status in the Real Estate world, that being an Agent/Broker or simply an Independent Real Estate Investor, you may need to display or hide the Disclosure Notice statement that appears on Neutral Letters generated out of Investment Dominator. The following steps will demonstrate the simplest way to either show or hide the …

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How To Process A Subset Of Prospect Records

Data, General, Land / By Luis Garate

Occasionally you may find yourself in a position where there are several hundred or even a few thousand “Prospect” status records in the Land Deals area and you only want to print out, (or process) as subset of these records. In order to process a subset of the existing Prospect status records, the following will …

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Why Are There fewer Letters In My Campaign Than The Number of Prospect Records In My System?

FAQ, General, Land / By admin

You may have noticed some strange things when you first start using the Investment Dominator system. For example, you might upload 1000 prospect records, but when you go to generate your mailing under ‘Land> Campaigns> Prospect Neutral Letter‘ you see that instead of 1000 letters in your mailing you have 958. Why is this and …

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How To Add A Custom Logo On Neutral Letter

Customization, General, General, Land, Land / By Luis Garate

Please note: As a general rule we don’t recommend that you change any of our built-in document templates as these have been tested and tweaked over thousands of successful deals. For this reason, we only give you the option to create your own custom documents instead of editing our built-in templates. If you would still like …

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How To Enter Neighbor Records Into The System And Generate Neighbor Letters

Customization, General, Land, Selling / By Luis Garate

Generating Neighbor Letters out of Investment Dominator is a strategy to assist in selling properties you are currently marketing. To adequately support this activity, it is necessary to enter Neighbor records into the Investment Dominator for access. There are currently 2 different methods to have Neighbor records entered into Investment Dominator and they are described …

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How To Add Public/Private Links On Listings

Customization, General, General, Land, Land / By Luis Garate

On land records and listings generated in the Investment Dominator you may have the need to provide additional information for yourself; as well as, potential buyers of property. We use both Public and Private links to accomplish this task as they can provide additional pertinent information for anyone accessing land records or customers perusing your …

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How To Select A Sub-Set of Prospect Records For Printing

Customization, General, General, Land / By Luis Garate

First off, it is advisable to import only the specific records you plan to process into the Investment Dominator. However, you may have already imported several thousands of records into the Investment Dominator; but, only want to select/process a sub-set of the prospect records imported. How do you manage a large number of prospect records …

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How To Manipulate The Order of Property Listings On Your Selling Site

Customization, General, General, Land / By Luis Garate

On your current Investment Dominator Selling Site, you may not be satisfied with the default order of listings displayed and may have a need to feature other listings appearing further down the list. To change the order of how listings appear on your Selling site follow the steps below. Step 1) Under ‘Customize> Website Settings …

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