new

New Update for Roles and Permissions for User Management

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 »

Tasks > Reports: Understanding the data

We have a few key reports built into the Investment Dominator regarding your Team Management, located under the ‘Tasks > Reports‘ section. Task KPI’s The first report you will find is in regards to Task KPI’s (Key Performance Indicators). These are analytics measures that determine a task’s performance in critical areas such as accuracy, timeliness, …

Tasks > Reports: Understanding the data Read More »

July 2022 – Update to Investment Dominator

In this article let’s discuss the recent changes to the Investment Dominator. Overall we have not removed any functionality the Investment Dominator had before, but instead we have updated the interface and changed the way you use some of your favorite features. 1. Using Actions In Investment Dominator Before using actions within ID looked like …

July 2022 – Update to Investment Dominator Read More »

New and Improved Tasks and Team Management Update

With the new update for Tasks and Team Management out we want to take the time to discuss these changes in detail. We have completely revamped the Tasks section with this new update introducing new view options such as (Card, and Calendar view). Now allows for improved organization, efficiency, and task tracking. This also introduces …

New and Improved Tasks and Team Management Update Read More »

Dashboard Update Change

If you are reading this article you have probably seen the new dashboard update made to the Investment Dominator. This will now present you with all 7 wizards when accessing the Investment Dominator. With the addition of these Wizards being added to the Investment Dominator, we want to have easy access to perform specific functions …

Dashboard Update Change Read More »

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 …

Find Deals Wizard Read More »