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 …
The Status of a Note is important because it is what controls the overall state of the Note is as well as properly indexes your records for accurate reporting. Here is a brief explanation of the built-in Note Statuses and what they mean: Preview: Initially when you create a new Note record from the Payment …
Record Options are tools that you can use to perform functions on a particular record. For example, the Investment Dominator has built-in calculators, generators, maps and more and these are called ‘Record Options‘ in the system. Record Options are indicated with a menu icon that looks like this: and if you hover over that icon …
A Stage in the Investment Dominator is an organizational group that contains records indexed with a predefined set of statuses. The default Stages/Statuses of Land Deals… Denotes a Stage Denotes a Status belonging to that Stage All In-Process All statuses (including custom statuses), except for ‘FILE CLOSED’ and ‘ON HOLD’ Prospects Prospect Mailed Letter 1 …
© 2022 Orbit Publishing. LLC
