How To Select A Sub-Set of Prospect Records For Printing

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 imported going forward on a weekly basis?

Step 1) – Select all Prospect Land records and put them in the “ON HOLD” status

Note: Check for any other Land Records in the “HOLD” Status prior to executing this step and update/move those records into a different status.

Use the ‘Search By‘ function and select the “Prospect” status as shown below.

Press the blue ‘Search‘ button next to the field to bring up all the prospect records in your system.

Click the ‘Select All‘ checkbox above the records to select all the records in the search query.

Select the ‘Change Status‘ option above the records.

Change the status field to the ‘ON HOLD‘ option.

And press the blue ‘Confirm Move‘ button to move these selected records from the ‘Prospect’ status to the ‘On Hold’ status.

Press the blue ‘Clear Search‘ option above the record table to display all records under the ‘Land‘ page.

Step 2) – Select only the Prospect records by Property ID Range to be processed

NOTE: The following is only a simulation, you may select any number of records to be processed by Property ID Range as necessary.

Select/display all records “ON HOLD” status by pressing the ‘On Hold‘ Stage filter at the top of the record table as shown:

Select the ‘Search by>Property Id Range‘ option and enter the record range of records that you want to process.

Click the blue ‘Search‘ button.

NOTE: The ‘Property Id Range’ can equal 250 records, 500 records or any range of records you want to process. In this example 11 records display.

Click the ‘Select All‘ checkbox to select all the records in the search query.

Click the ‘Change Status‘ option.

The “Prospect” status should already be selected, so simply press the blue ‘Confirm Move‘ button so that these selected records move from the “ON HOLD” status to the “Prospect” status:

Step 3) – Generate your direct mail letter campaign

Click the ‘Campaigns‘ option above the record table:

Click the green icon on the first line to save the .CSV Excel mailing list file, (containing all Prospect records included in that mailing) to your computer and send the .CSV file and two accompanying template files, (Neutral Letter and Envelope template) files to LPGLetters.com for them to process.

Step 4) – Use the ‘Bulk Update Records’ option to change the status of processed records for tracking

Click the ‘Bulk Update Records‘ function to change status of the records mailed from ‘Prospect’ to the ‘Mailed Letter-1’ status:

NOTE: The following week in order to process the next set of 250 or 500 records simply repeat the process above starting at Step 2) .

How To Attach Multiple Property Records To One Owner Record

As you may know sometimes a property owner owns more than one property. And in this case, the Investment Dominator CRM creates one owner record and then attaches the property records to that owner record. This is why in the Investment Dominator we have both an Owner Id number and a Property Id number and they do not match. Continue reading “How To Attach Multiple Property Records To One Owner Record”

How To Add A PayPal ‘Buy It Now’ Button To Your Property Listings

 Did you know you can actually add a PayPal ‘Buy It Now’ button to your listing? Well, you can! And here is how you do it…

1. First, follow the instructions from PayPal in order to generate your Buy It Now button code.  You can find the official instructions for that here.

2. Once you have your ‘Buy It Now’ button code from PayPal copy it then go to your listing in the Investment Dominator Admin Console and click the ‘Edit‘ link to the right of the property record.

3. Click the ‘Edit Source‘ link below the ‘Listing Long Description‘ field and then paste in the PayPal button code where you want it to appear in your listing.

4. Save the changes and then go to your listing by clicking the Listing tab on the top of the screen. You should see the PayPal button appear on your listing page now.