General

Highlight Records

Sometimes you may want to highlight a particular record that you are working on and display it above all the other records in your system. This is where our highlight action comes in. The highlight action does two things: NOTE: Because you are prioritizing the record over others in your system you should use this

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How to Change The Default Offer/ Option Acceptance and Expiration Dates

By default, the system generates both your Offer and Option agreements with an acceptance date of 10 days from the date you generate the documents on. Also by default, the system generates your Offer with a 180-day expiration or close of escrow date and a 180-day expiration date for your Option Agreement.

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How Tags and Tagging Records Work In The Investment Dominator CRM

Tags can be used to index Land, House and Contact records in the system without affecting their stage/status. You can use tags to keep track of mailing campaigns, interests, and grouped characteristics. For example, say you wanted to test the results of two separate direct mail pieces; what you could do is tag one group

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Stages vs. Statuses

A Stage in the Investment Dominator is an organizational group that contains records indexed with a predefined set of statuses. The default Stages/Statuses of  Land Deals… Denotes a Stage Denotes a Status belonging to that Stage All In-Process All statuses (including custom statuses), except for ‘FILE CLOSED’ and ‘ON HOLD’ Prospects Prospect Mailed Letter 1

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