House

Company Emails

You can set up to 3 company emails in the Investment Dominator system under the ‘Customize> Company Information‘ screen. Company Email The ‘Company Email‘ field is the default email address that a user can set for the company. The system sends notifications to this email address when someone fills out the forms on the ‘Sell …

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Add Records

For the most part, you’ll want to create records in the Investment Dominator by importing data from into either the ‘Land’, ‘Houses‘, or ‘Marketing‘ tabs. However, from time-to-time you may need to create just a single record manually. For that please follow the process below. Create A Land Record Hover over the ‘Land’ tab. Click …

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House Record Options

Record Options are tools that you can use to perform functions on a particular record. For example, the Investment Dominator has built-in calculators, generators, maps and more and these are called ‘Record Options‘ in the system. Record Options are indicated with a menu icon that looks like this: and if you hover over that icon …

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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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Sample Data Processing Post for Upwork.com

Below is a sample upwork.com project description that we would post to get qualified professionals to help process a raw County data list for import into the Investment Dominator. Alternatively, check out what data processors other users have recommended on this shared resource list: http://www.jackbosch.com/mop-view-resources