Tags are used to index Land, House and/or Contact records in Investment Dominator; as well as, to group certain records for future reference. This article will focus primarily on editing or the deletion of existing tags assigned to multiple records in the CRM in a bulk manner. Note: There is an existing article detailing how …
First off, it is advisable to import only the specific records you plan to process into the Investment Dominator. However, you may have already imported several thousands of records into the Investment Dominator; but, only want to select/process a sub-set of the prospect records imported. How do you manage a large number of prospect records …
How To Select A Sub-Set of Prospect Records For Printing Read More »
You can apply bulk actions to records that you have selected here’s how…
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