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 »
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 Dial Pad to post …
Zapier: How To Connect The Investment Dominator To Dial Pad Read More »
With the introduction of the new wizards coming to the Investment Dominator we wanted to provide a step-by-step solution to help with your Due Diligence. Let’s break down how this will impact how you use the Investment Dominator. It is time to get deep into the details regarding the property of our choice review over …
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. You have two options when creating new users for your account. Admin Account: Partner with the Investment Dominator Representative Account: Virtual Assistant Please note depending on what you are …
Questions We talked about: 3:50 – How to search records within Investment Dominator 6:40 – Looking through your activity log to see record activity 15:02 – How to add tags to your records 19:37 – How to undo an action 26:50 – How to change default offer dates 36:00 – How to disable the optin …
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