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 …
You can now change the E-mail and Phone number to which you recieve the Tasks notifications, if you want them to differ from the ones set under ‘Profile > My Profile’. These are optional fields, if you do not set them up, the Task notifications will instead be sent to the ‘Email’ and ‘Phone Number’ set on …
You can now change your default View for each Tab, based on your preferences. Head over to ‘Profile > Preferences Settings’ And what this will assist you with, is if you want to change the default View for any of these sections, you can simply select your preferred View, and when you go to that section, …
We are releasing a system update to make this screen easier to understand. When you go into ‘Land > Actions > Generate Documents’, and select the Campaign you want to generate, you will find yourself with this new screen: The difference is that you will only have the option to ‘Generate’ the documents, however, once …
Once you are familiar with task management, we’ve created 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 to access this feature: 1. How to access Task Template Wizard First, from your …
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 »
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 …
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 »
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 …
Zapier: How To Connect CallRail With The Investment Dominator 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 Sendinblue, but first, let’s talk …
Zapier: How To Connect Sendinblue With The Investment Dominator 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 PandaDoc, but first, let’s talk …
Zapier: How To Connect PandaDoc With The Investment Dominator 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 TextMagic, but first, let’s talk …
Zapier: How To Connect TextMagic With The Investment Dominator 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 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 …
How to Bulk Update Existing Records (Land Investing) Read More »
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