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 …
September Update: New KPI metrics on your Main Dashboard Read More »
If you haven’t already checked out our guide on Team Task Management click here. Once you are familiar with tasks we’ve worked on 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 …
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, …
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 …
As you may know, we have recently updated the Investment Dominator to know include features that can help to grow and expand your business to the next level. This was a huge overall that we did to how tasks work so let’s make sure we cover everything you need to know to get started applying …
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 …
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 …
Zapier: How To Connect CallRail With The Investment Dominator Read More »
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 Sendinblue, but first, let’s talk …
Zapier: How To Connect Sendinblue With The Investment Dominator Read More »
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 …
Zapier: How To Connect PandaDoc With The Investment Dominator Read More »
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 …
Zapier: How To Connect TextMagic With The Investment Dominator Read More »
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 …
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 Databox, but first, let’s talk …
Zapier: How To Connect Databox With The Investment Dominator Read More »
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 SurveyMonkey, but first, let’s talk …
Zapier: How To Connect The Investment Dominator To SurveyMonkey Read More »
In order to have access to this feature, you will need to have access to Zapier Premium. Did you know we made an article on connecting the Investment Dominator with Ring Central which can be found here. Once you have reviewed the article and possibly even set up the Zapier connection let’s take a look …
Zapier: How To Properly Format Phone Numbers To Your Investment Dominator Zap Read More »
You may find yourself in the situation that you need to update a lot of records that are already in your system. However, doing this one by one would be extremely time consuming. This is why we have a feature to ‘Update Existing Records’, in which you will Import a List (.csv), and all the …
How to Bulk Update Existing Records (Land Investing) Read More »
We have just added a new feature that will now be able to capture data history from your land records and save this information in a log. You will notice this update for specific fields found within the “Edit Property” screen. The following fields which now capture data history are: Last Updated Assigned To Offer …
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