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 »
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 …
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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 …
You may be familiar with how to Load a Saved Criteria from this article here. Let’s take the time to now show you how you can prevent duplicate records from your next import. Using our new Wizards you can click on the Find Deals wizard and click on use Integrated 3rd Party Data Service. You …
How To Prevent Importing Duplicate Records from Outside Data Service 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 Google Tasks, but first, let’s …
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If you need to export the payment history of a Loan or Lease Purchase Note managed in the Investment Dominator please follow these simple steps: First, under the ‘Note‘ tab select the ‘Edit‘ link next to a Note record. Scroll down to the ‘Payments‘ section of the Note. Then click the ‘Export’ option: Video Tutorial:
Have you ever wondered why when you are using our outside data service integration you get fewer records than the amount requested? No matter how you create records in the Investment Dominator CRM our system will need to verify 11 fields of data that are needed for import regardless of whether you are importing by …
Why does the system import fewer records than what is requested from the data service? Read More »
The column headers do differ from the Import to Export file. You can also Export more data than you can import into the system. NOTE: If you would like to import more data points into the system than what is currently allowed in our .CSV import option, please click here to learn more about how …
Is the Export .CSV File Structured The Same As The Import .CSV File? Read More »
This article is going to show you how to point your domain to InvestmentDominator.com If you want to see the setup process involved with Go-Daddy Click here Keep in mind the goal of this article is to take your domain from Google Domains and point your C-Name Record to the Investment Dominator. You can click …
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 …
In the Investment Dominator when displaying the green Land Deals records, the system will respond in one of two display formats. Once the number of records, (in your Investment Dominator account) exceeds a specific number in the ‘All In Process‘ stage, the system will display the green Land Deals records in stages as opposed to …
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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 …
How To Search For Specific Users In System Activity Log 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 DocuSign, but first, let’s …
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Since we launched our Investment Dominator Data Service, there have been some great questions submitted to us from Investment Dominator users and we want to take a moment to address them here. Are we able to integrate our existing DataTree account with the Investment Dominator? No, DataTree.com is not an Investment Dominator or Land Profit …
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