User Guide

Welcome to the Investment Dominator User’s Guide.

Here, you will find helpful articles and videos to boost your productivity using The Imvestment Dominator Tool.

Due Diligence Checklist

After you get a property under contract you want to open up escrow with a title company and while they research chain of title, you’ll want to conduct your detailed due diligence on the property itself. While the property is in escrow, this is the time to find out any and all details about the …

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Order Data By Column

You can order or arrange the order of your records in your data table by a particular column by clicking on the arrow icons  of the column you want to sort by. 

Highlight Records

Sometimes you may want to highlight a particular record that you are working and display it above all the other records in the data table.

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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