So now that had the chance to understand the default deal process and then create our own custom statuses now the last part of this walkthrough is about custom documents. Log into your Investment Dominator and click on the customize like so: From this point find the section called ‘Custom Documents‘ and click ‘Add Document’ …
Step 3: Adding Custom Statuses Hello Again, From what we discussed in How to Manage Offer Campaign Part 1 we now have a firm understanding of the Default Deal Flow Setup and now we want to learn how to add our own custom Statuses. In order to do that let’s start with the custom statuses …
When we are using the Investment Dominator Real Estate CRM there are a lot of useful tools to help you mitigate steps in your processes. For instance, when sending out your bulk campaign offer letters you don’t have to use tags, you can use the following Custom Statuses, Custom Document, and a Recurring Task. We …
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