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How To Bulk Update (Adjust) Offers/Options Amounts and Dates Using Our ‘Update Field Values’ Action

Did you know you can use our ‘Update Field Value‘ Action to quickly update or adjust Offer/Option Amounts, Offer/Option Acceptance, and Offer/Option Expiration Dates quickly with just a few clicks? This time-saving action makes it easy for you to adjust your offers and options between campaigns or right in the beginning, for example, to set …

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New Update for Roles and Permissions for User Management

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 …

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July 2022 – Update to Investment Dominator

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 …

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New and Improved Tasks and Team Management Update

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 …

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Zapier: How To Connect CallRail With The Investment Dominator

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 …

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Zapier: How To Connect PandaDoc With The Investment Dominator

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 …

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Zapier: How To Connect TextMagic With The Investment Dominator

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 …

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Zapier: How To Connect Databox With The Investment Dominator

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 …

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Zapier: How To Properly Format Phone Numbers To Your Investment Dominator Zap

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 …

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