Find Deals Wizard
With the introduction of the new wizards coming to the Investment Dominator we wanted to provide a step-by-step solution to help with Finding Deals.
Let’s break down how this will impact how you use the Investment Dominator.
Right, when you click on the Wizard you will see you are presented with two options:
- Upload CSV File
- Get Data from Data Service
Let’s take a look at both options.
1. CSV File
You can either locate the specific CSV file on your computer or drag and drop the file into the appropriate section.
Once uploaded you will get a summary report of your records if you have any questions about your import please refer to the item highlighted in blue: Click here to view more details.
2. Outside Data Service
Now if you would prefer just to have your records directly imported into your Investment Dominator you might be interested in our Outside Data Service Integration. In order to see this screen, you will need to be already signed up for our monthly subscription. If you want to sign up, review the FAQ, or learn how to import please refer to our article here:
This part of the Wizard will have the same functionality as our previous Outside Data Service Integration. But if you have more questions refer to the article listed above.
