You can now change the E-mail and Phone number to which you recieve the Tasks notifications, if you want them to differ from the ones set under ‘Profile > My Profile’. These are optional fields, if you do not set them up, the Task notifications will instead be sent to the ‘Email’ and ‘Phone Number’ set on …
Once you are familiar with task management, we’ve created a feature that expands this allowing for you to also create Task Templates that trigger once the records meet a certain condition such as a change of status. Let’s walk through how to access this feature: 1. How to access Task Template Wizard First, from your …
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, …
What Is Zapier? With Zapier you can easily connect and share data to and from the Investment Dominator with over 2000+ other web apps and saas systems. A complete app directory can be found at: https://zapier.com/apps In this article, we are going to explain how to connect the Investment Dominator to Asana, but first, let’s talk …
Zapier: How To Connect Asana To The Investment Dominator Read More »
In the Marketing section of the Investment Dominator when people view your property ads and contact you for additional information the ‘New Prospect’ script allows you to process that lead and actually set up the sale. Once the ‘New Prospect’ script has been completed the Investment Dominator now creates an actual Task for you to …
How The New Prospect Script Creates A Task In Investment Dominator Read More »
When people view your property ads and contact you for more information about your property you’ll want to process the lead and set up the sale. To do this, click on the ‘Buyers List> New Prospect‘ option to bring up the New Prospect Wizard. The wizard is designed to collect the name, phone, and email …
Buyers List> New Prospect: How To Process a New Prospect and Qualify Leads Read More »
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