admin - The Investment Dominator CRM User Guide

How can I import international (non-domestic) mailing addresses into the system?

FAQ, General, House, Land, Selling / admin

Currently, we don’t have the option to import foreign addresses into the system specifically, however, there is a workaround. You can import them as long as you stay within the import guidelines, which is to fill the 11 required fields: TypeFirst NameLast NameCompanyAddressCityStateZipAPNProperty CountyProperty State If you input a value under the ‘State‘ column of […]

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How Do I Unmerge A Record?

General / admin

If you merged two records by accident and would like to undo, or revert that action you can do so under the ‘Team> Activity Log‘ area. In the Activity Log, you should see two merge actions one called Merge-D and another called Merge-U. To perform the unmerge, click the ‘Undo‘ option for the Merge-D record

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How To Generate A QuickClick Payment Button With EasyPay Direct And Post It On Your Property Listing

Customization, Integrations, Selling / admin

If you are looking for a Credit Card Processor that will allow you to accept land payments we recommend LandProfitCC.com (EasyPay Direct). At this time we do not have a direct integration with EasyPay Direct and the Investment Dominator; however, if you would like to add order forms to your land listings check out the

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Why Are There fewer Letters In My Campaign Than The Number of Prospect Records In My System?

FAQ, General, Land / admin

You may have noticed some strange things when you first start using the Investment Dominator system. For example, you might upload 1000 prospect records, but when you go to generate your mailing under ‘Land> Campaigns> Prospect Neutral Letter‘ you see that instead of 1000 letters in your mailing you have 958. Why is this and

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The ‘Allow Import From Outside Data Service’ User Permissions

Data, Land / admin

When you have the Data Service addon enabled on your account only the Super Admin is given the permission to Import data from the Data Service initially. If you would like to grant access to the Data Service to other users on your team you can do that by following the steps below…

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Best Practice: How to Properly Copy and Paste Content

General / admin

Generally speaking, it is never a good idea to copy/paste content from other websites, or from a word processing software like Google Docs, Microsoft Word, or Pages. Why? When you copy from a word processor you also may be unknowingly copying hidden background data that does not translate to web applications well. As a result,

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Notes> Generate Documents

Lease Purchase Management, Loan Servicing, Notes (Term Sales), Selling / admin

To generate documents for a Note first select one or more Note records from the records table under the ‘Notes‘ tab. Then click the ‘Generate Documents‘ option: Click on either the .doc icon or .pdf icons to generate and download the document. NOTE: Before you generate documents make sure a buyer record is linked to

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Customize> Website Settings – Selling> Property Listing Elements

Land, Selling / admin

Your property listing pages on your ‘Selling Site‘ are made up of template elements: If you would like to customize how your property listing page looks, arrange what content displays in what order, or add new content sections then keep reading… How To Customize Your Property Listing Page With Custom HTML Listing Elements 1) Navigate

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Bulk Update: Advanced Options

Data, Land / admin

You can set the values for the following record fields in bulk under ‘Land> Campaigns> Bulk Update Records> Advanced Options‘: Offer Accept By Option Accept By Offer Expires On Option Expires On Tags Here’s how… Navigate to ‘Land> Campaigns‘: Under the ‘Offers‘ section click the ‘Bulk Update Records‘ option: Click on the ‘Advanced Options‘ section:

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Record Select Options

Uncategorized / admin

There are three possible ways you can select records from any of the record tables in the Investment Dominator: ‘Select All‘ this option lets you select all the records loaded under the current Stage view, or Search Result. ‘Select All On Page‘ this option lets you select all the records loaded under the current page.

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Recommended 3-Line OpenPhone Setup

General, General, Integrations, Land, Selling / admin

We recommend LPGphone.com (OpenPhone) as our preferred phone system for the Land Profit Generator method. The reasons we recommend them as a resource include: Recommended Setup: We recommend a three-line setup which means you have a total of 3 phone numbers: NOTE: With OpenPhone you can add additional lines for $5 per month. Here’s how

Land > Reports: Understanding Your Deal Flow KPI’s

Data, Land / admin

We have a few key reports built into the Investment Dominator regarding your land investment deal flow, located under the ‘Land > Reports‘ section. Land KPI’s This report will give you the Call Back Rate, Offer Acceptance Rate and Profits. Call Back Rate: This percentage is the Offer Requests you have recieved in regards to

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HTML Editor Options

Customization, General / admin

In various areas of the Investment Dominator you will find an HTML editor that will allow you to insert images, create bullet-point lists, format text, align text, add hyperlinks, create data tables, paste text from an external source, and much much more! Below are just some of the options available to you in our HTML

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Notes (Owner Financed Loans) System Terminology and Definitions

Lease Purchase Management, Loan Servicing, Notes (Term Sales), Selling / admin

Loans Loan Summary

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Using ASCII Symbols In Ad Titles As Pattern Interrupts

Selling / admin

When people scroll through ads on sites like Craigslist that have popular text list views you’ll want to make sure your listing stands out. One way to do this is to use ASCII or HTML Symbols in your titles to catch the eye of visitors as they scan through the list of titles. Below is

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Raw Data Processing: Identifying Entities

Data, Land / admin

NOTE: The following article is to help you format raw county data into a formatted Investment Dominator .csv import file. The good news is that using a formatted import file is just one of two ways of getting data into your CRM. If you do not want to create a formatted import file, please check

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Author name: admin