Before deleting records, ensure you have the necessary permissions configured in your user settings. This guide will walk you through the steps to set permissions and delete records individually or in bulk. Follow the instructions below to manage your records efficiently and securely from Investment Dominator. Setting User Permissions Go to “Team” > “Edit” > …
You may find yourself in the situation that you need to update a lot of records that are already in your system. However, doing this one by one would be extremely time consuming. This is why we have a feature to ‘Update Existing Records’, in which you will Import a List (.csv), and all the …
How to Bulk Update Existing Records (Land Investing) Read More »
The Investment Dominator makes it easy for you to get started with the ‘Find Deals‘ wizard which walks you through a step-by-step process of getting property and owner records into the system so you can feed your investment machine. To get started, click the ‘Find Deals‘ wizard option from the main dashboard: On the first …
Have you ever wondered why when you are using our outside data service integration you get fewer records than the amount requested? No matter how you create records in the Investment Dominator CRM our system will need to verify 11 fields of data that are needed for import regardless of whether you are importing by …
Why does the system import fewer records than what is requested from the data service? Read More »
This article is going to show you how to point your domain to InvestmentDominator.com If you want to see the setup process involved with Go-Daddy Click here Keep in mind the goal of this article is to take your domain from Google Domains and point your C-Name Record to the Investment Dominator. You can click …
Questions answered on this call: 6:23 – Can you go over Ring Central information (Ext 2) 11:00 – General Introduction with Zapier Automation 13:00 – Articles we have on Zapier integration 15:15 – Connecting Investment Dominator to Ring Central with Zapier 28:00 – Going over importing records using our integration with Datatree 31:45 – Troubleshooting …
There could be a lot of reasons why you would like to remail to a county again that was already processed in mailed letter one status, but what about if we wanted to issue another mailing with an updated list of records. Lets first identify what we are trying to accomplish Update records Create a …
Did you know that you can now import landowner and property records directly into your Investment Dominator system without the need to locate, filter, process, and upload them manually? Here’s an overview of how our optional Paid Data Service Addon works: NOTE: Generally speaking, one Record Credit equals one record, however, some requested records that …
How To Add Our Paid Data Service To Your Investment Dominator System Read More »
IMPORTANT: While the Investment Dominator CRM provides users with the option to generate a 1098 document, you must consult with your CPA and have them review the document prior to submitting it to IRS or your buyer. The Investment Dominator system gives you the option to generate a 1098 document for your active loans. NOTE: …
How To Generate A 1098 Document For Active Loans Read More »
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 …
For the most part, you’ll want to create records in the Investment Dominator by importing data from into either the ‘Land’, ‘Houses‘, or ‘Marketing‘ 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 Record Hover over the ‘Land’ tab. Click …
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.
We get the question sometimes “how do you split a large county lists into smaller mailing lists that you can import into the CRM?”. It is actually quite simple and there is two ways you can go about doing this…
The fun all begins once you start importing records into the system to generate your mailings. Follow the simple instructions below to import your land lists via .csv file. Navagate to the ‘Land’ tab, then click on the ‘Import’ option: STEP 1 – File Format To avoid any problems uploading your list, we STRONGLY suggest …
Here are some suggestions to help you avoid creating duplicate contacts – which can lead to double mailings, confusion, and missed opportunities. Whenever a new list is uploaded to the Investment Dominator, the system will automatically check the imported contacts against existing records. So even if you have a new list for an area that …
© 2022 Orbit Publishing. LLC
