Tags can be used to index Land, House and Contact records in the system without affecting their stage/status. You can use tags to keep track of mailing campaigns, interests, and grouped characteristics. For example, say you wanted to test the results of two separate direct mail pieces; what you could do is tag one group […]
How Tags and Tagging Records Work In The Investment Dominator CRM Read More »
By default, the system is configured with a 15-day period before both your Offer or Option agreements must be accepted by the seller, these dates are calculated from the date you generate the documents. Your Offer and Option agreements by default are set to expire in 180 days from the time you generate the document.
Edit The Default Offer/ Option Contract Dates Read More »
The Investment Dominator CRM includes two built-in websites with pre-tested content on pre-built pages. While you can customize these pages, you may want to add more, such as an FAQ, Privacy, Terms page, or a Blog. These additional pages can easily be created and added to your websites using our ‘Add Page‘ option.
How To Create Custom Website Pages, Custom Blogs, and Posts! Read More »
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
Stages vs. Statuses Read More »
You can customize both the header and footer menus of you Buying website by going to Customize> Website Settings – Selling> Edit Selling Site Menu.
How To Customize The Selling Website Menu Read More »
You can customize both the header and footer menus of you Buying website by going to Customize> Website Settings – Buying> Edit Buying Site Menu.
How To Customize The Buying Website Menu Read More »
To import and create prospects, neighbors, buyers or investor contacts in the system, and add them to your Marketing Contact List (also known as your Buyers List), follow these two simple steps…
Marketing: How To Import Contacts Into Your Marketing List (A.K.A Buyers List) Read More »
The Investment Dominator calculates a default closing date of 180 days and a default contract expiration date of 15 days for both the Offer and Option Agreements.
How To Set The Offer, or Option Contract Dates For A Property Read More »
Have you noticed that when you download your documents as a .doc file Microsoft Word will not load your signature?…
Why does my signature not load in my .doc file? Read More »
You can add the Investment Dominator as an icon option on your mobile phone, or tablet home screen for quick access into your admin console.
How To Add The Investment Dominator CRM To Your Tablet or Phone Read More »
You can locate property records by using the ‘Search By’ option located at the top left side of the ‘Land Deals’ or ‘House Deals’ page.
How To Search For, Or Filter/ Group Records Read More »
Follow these steps to create a Land Listing on your Selling Site…
How To Create A Land Listing On Your Selling Site Read More »
In rare cases where the owner request and offer from your buying website and does not enter their reference number into the form a duplicate record can be created. To merge these duplicate records follow the instructions below.
How To Merge Property Records Read More »
The built-in Neutral Letter template has a P.S. line that states how you can be contacted and during what office hours if the owner is interested in an offer. If you would like to change and customize this P.S. line you can do so under the ‘Customize> Letter Template Settings> Letter P.S. Line’ option.
How To Customize The P.S. Line In The Neutral Letter Template Read More »
Here’s how you can upload a custom logo to either your built-in Buying or Selling website. NOTE: The image must be at least 207px by 54px and must fit within a pre-defined area.
How To Add A Custom Logo To Your Built-In Buying or Selling Website Read More »
On this live training call, we discussed… How to turn off the virtual tour How to configure your new account How to update your profile How to access the user guide How to contact support How to send us a feature suggestion How to import your first list How to customize your website How to generate
2017-10-12 Live Training Call Read More »
© 2024 Orbit Publishing. LLC