One of the most useful parts of the Investment Dominator CRM is being able to know which status each of your contact records is in. This will help you to avoid wasting time and money by accidentally mailing to the same people twice and will make sure that you don’t overlook any leads. But to take […]
How to Update your Records After a Mailing (for House Investing) Read More »
The Investment Dominator software stores your data securely in the cloud, but we understand that some of our customer want to be able to personally back up their contact records from time to time. The best way to do this is to use the built in “Export” function to create a .csv file of your records.
How to Export your Property Records (for Land Investing) Read More »
The Investment Dominator software stores your data securely in the cloud, but we understand that some of our customer want to be able to personally back up their contact records from time to time. The best way to do this is to use the built in “Export” function to create a .csv file of your records.
How to Export Your Property Records (for House Investing) Read More »
The Investment Dominator was designed to be as flexible as you need it to be. For example, you can track the progress of a deal by placing it in certain “statuses”. There are several statuses that come standard for land investing (Prospect, Mailed Letter 1, Pending Preliminary Research, etc), but did you know that you
How to Create a Custom Status (for Land Investing) Read More »
The Investment Dominator was designed to be as flexible as you need it to be. For example, you can track the progress of a deal by placing it in certain “statuses”. There are several statuses that come standard for house investing (Prospect, Mailed Letter 1, Open Escrow, etc), but did you know that you can
How to Create a Custom Status (for House Investing) Read More »
After you have generated your letters (for mailing to house sellers), you will want to prepare a professional-looking envelope. While handwriting is certainly an option, you probably don’t have that kind of time or- let’s face it – penmanship. But never fear, the Investment Dominator has a built-in feature that generates envelopes for you, correctly merging
How to Generate your Envelopes (for House Investing) Read More »
The Investment Dominator is designed to keep your contact records organized by statuses. So in order to generate the correct letter, you will want to make sure that your contact record is in the correct status. For example, to send the “Neutral Letter” to potential sellers, make sure that the contacts you want to mail to
How to Generate your Letters (for House Investing) Read More »
The Investment Dominator is designed to keep your contact records organized by statuses. So in order to generate the correct letter, you will want to make sure that your contact record is in the correct status. For example, to send the “Neutral Letter” to potential sellers, make sure that the contacts you want to mail to
Campaigns: How to Generate your Neutral Letters (for Land Investing) Read More »
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 Land Investing) Read More »
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 »
The value of the Investment Dominator is truly seen once you start importing records and generating mailings. So how can you import your list when investing in houses? Once inside the ‘House Deals’ side of the Investment Dominator CRM, click on the link that says Actions then ‘Import records’… STEP 1 – File Format To avoid
How to Import your List (for House Investing) Read More »
IMPORTANT! When you sign up initially for the Investment Dominator, you were assigned a password by the system. For security reasons, we highly recommend that you log in and change that password to a more secure custom password. You can update your password in just three simple steps: STEP1: Log into your Admin Console and
How To Change Your Password Read More »
While we definitely want to show you around the awesome app that we have created, we know that the time might come when you no longer wish to see the Virtual Tour when you log in. So let’s talk about how to disable it. After logging into your Investment Dominator app, click on “Profile” in the upper
How to Disable the Virtual Tour Read More »
In other help articles we will go into more depth on customizing the Investment Dominator CRM and really making it your own. But first, let’s make sure you have your feet under you as you log into the app for the first time. The Investment Dominator is made up of 4 main parts: The buying
An Overview of the Investment Dominator CRM Read More »
An important feature of each property and contact record is the section to add and view Record Notes. Record Notes allow you to save key information about that record. Click the ‘Add Note‘ button to create a new Record Note: Record Notes can ether have a status of ‘Private‘ or ‘Public‘. Private Notes are only
Record Notes: How to Add Record Notes to Stay Organized Read More »
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
How to Avoid Creating Duplicate Records Read More »
© 2024 Orbit Publishing. LLC