When attempting to report Investment Dominator related issues to our Technical Department for support, there are 2 efficient methods of accomplishing this task so the Technical group is clear regarding the issue being reported. Using the [Create A New Support Ticket] function in the Help section of Investment Dominator is our starting place. There are …
How To Effectively Report Technical Issues For Support Read More »
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 …
How To Select A Sub-Set of Prospect Records For Printing Read More »
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 …
One of the most important keys to keeping your records organized (and making sure that no deals fall through the cracks) is to keep each record in the proper status. By default, each new record is put into the ‘Prospect‘ status. While you can bulk update records after a mailing, you can manually change the …
How to Change the Status of the Property (for House Investing) Read More »
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