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 …
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 …
New Update for Roles and Permissions for User Management Read More »
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 …
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 …
New and Improved Tasks and Team Management Update Read More »
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 …
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 …
How To Understand The Two Land Deals Display Formats Read More »
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 »
On this live training call, we discussed… What are the Investment Dominator [Big-3] setup requirements – 5:05 Signature/Profile – 6:10 Company Info – 10:55 Domains …
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 …
Zapier: How To Connect The Investment Dominator To DocuSign Read More »
In the Marketing section of the Investment Dominator when people view your property ads and contact you for additional information the ‘New Prospect’ script allows you to process that lead and actually set up the sale. Once the ‘New Prospect’ script has been completed the Investment Dominator now creates an actual Task for you to …
How The New Prospect Script Creates A Task In Investment Dominator Read More »
The Investment Dominator comes with integrated buying and selling websites. By default, the URL (web address) of these sites will be something like the following: www.investmentdominator.com/rei-crm/crm-00001/ Can you imagine slapping that address on your letter to an owner? This would definitely not convey a professional looking site URL. Therefore many users, choose to purchase their …
How To Configure Your Website’s Domain with GoDaddy – (Custom Domains) Read More »
You may have the need change the Land Records Dashboard fields display to provide additional fields for reference. In the event the Dashboard display is showing too many fields, you may feel the need to reduce the number of fields being displayed for readability. The following instructions can be executed to either add additional fields …
Welcome to part 3 of your “Quick Start Guide to the Investment Dominator“. Now that we have set up our profile, created domains for our buying and selling sites we can begin the last stage which is customizing and personalizing our sites. This step is unique in getting brand reach for your company and we …
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