How To Edit/Delete Tags In BULK

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 Tags and the Tagging Records process works in detail entitled, How Tags and Tagging Records Work In The Investment Dominator CRM.

Create a Tag

To create a tag in the CRM select ‘Customize > Tags > Add Tag button as shown…

Next, enter the new Tag Name and select the blue ‘Add‘ button as shown…

Note: In this example, the Tag will be used to tag land records on initial offers to search for the mailing of 2nd Offers in the near future.

Tag Records

To tag land records go to the ‘Land Deals’ tab and select the records for tagging, then select the ‘Tag’ function as shown….

Select the newly created tag from the drop-down list of tags to be assigned to the previously selected land records and press the blue ‘Confirm Tag‘ button as shown…

Note: This same methodology applies to the tagging of both House and Contact records in Investment Dominator.

System should display Records(s) successfully update message should display!

Editing/Deleting Tags In BULK

To edit/delete a tag in the CRM select ‘Customize > Tags > Scroll or PAGE to the specific TAG for editing or deletion.

Select the ‘Edit’ function to EDIT or DELETE the selected Tag as shown…

Note: The last created TAG will appear on the very end of the previously created tags list.

To Edit the existing TAG make any appropriate changes to the tag and press ‘Save’ function.

To Delete the existing TAG press the ‘Delete’ function.

NOTE: Editing or deleting the tag will remove any reference to the tag in any records in the system even if records were indexed using that tag.

Search By… Tag Option

You can now search all land records by the newly modified tag using the ‘Search By’ function and selecting the ‘Tag’ option. Select the specific tag to filter by and select the blue ‘Search’ button…

Searching by the selected Tag will return all records where this tag, (or modified tag) is now assigned.

If the specific tag was deleted from the system, the tag will NOT be available in the drop-down tags list for selection.

Add Records

For the most part, you’ll want to create records in the Investment Dominator by importing data from into either the ‘Land Deals’, ‘House Deals‘, or ‘Buyers List‘ tabs. However, from time-to-time you may need to create just a single record manually. For that please follow the process below…

Create A Land Deal Record

  • Click the ‘Land Deals‘ tab.
  • Click the ‘Add Record‘ option at the top right side of the screen.
  • Fill out the fields under both the ‘Caller’ as well as the ‘Owner of Record’ sections (which includes the owner’s Name and Address) as well as at minimum the ‘Property State’, ‘Property County’, and ‘Property APN’ fields.

Create A House Deal Record

  • Click the ‘House Deals‘ tab.
  • Click the ‘Add Record‘ option at the top right side of the screen.
  • Fill out the fields under both the ‘Caller’ as well as the ‘Owner of Record’ sections (which includes the owner’s Name and Address) as well as at minimum the ‘Property State’, ‘Property County’, and ‘Property Address’ fields.

Create A Buyer’s List Record

  • Click the ‘Buyers List‘ tab.
  • Click the ‘Add Contact‘ option at the top right side of the screen.
  • Fill out at a minimum the ‘Name’ and either a ‘Phone’, ‘Email’, or ‘Address’ for the Contact.

How To Search For, Or Filter/ Group Records

You can locate property records by using the ‘Search By’ option located at the top left side of the ‘Land Deals’ or ‘House Deals’ page. Continue reading “How To Search For, Or Filter/ Group Records”