If you need to export the payment history of a Loan or Lease Purchase Note managed in the Investment Dominator please follow these simple steps: First, under the ‘Note‘ tab select the ‘Edit‘ link next to a Note record. Scroll down to the ‘Payments‘ section of the Note. Then click the ‘Export’ option: Video Tutorial:
How To Export The Payment History For A Note (Loan, or Lease Purchase) Read More »
If you ever felt lost when working with the Notes section within Investment Dominator we hope this guide on how to export your Notes will help! Let’s say we have two scenarios we will be working with first we want to export just a single note. First, go to the Notes section of your Investment
How To Export Your Notes (Loans and Lease Purchase) Read More »
Have you ever wondered why when you are using our outside data service integration you get fewer records than the amount requested? No matter how you create records in the Investment Dominator CRM our system will need to verify 11 fields of data that are needed for import regardless of whether you are importing by
Why does the system import fewer records than what is requested from the data service? Read More »
What are the Investment Dominator [Big-3] setup requirements –:38Signature/Profile – 5:54Company Info – 11:11Domains – 26:38 38:50 – What are next steps after Monday Live Q&A Call42:48 – Is there a mail service for out of country members44:30 – How to import Records into the Investment Dominator45:30 – What information is needed on the CSV
2021-10-18 Live Training Call Read More »
Questions answered on this call: 8:32 – How to find information about our Outside Data Service Integration18:00 – Adding the Data tree integration to your account20:00 – How to use our Outside Data Service Integration properly35:00 – Verifying the information imported into your ID for Outside Data Service41:28 – How to take records from Skip
2021-10-14 Live Training Call Read More »
What are the Investment Dominator [Big-3] setup requirements –:15Signature/Profile – 5:10Company Info – 11:40Domains – 30:26 40:00 – How to Review past sessions with the Investment Dominator Q&A41:15 – How to Sign up for future calls42:00 – Quick Start Guide With the Investment Dominator43:00 – What information shows on the offer letters from Company Information46:20
2021-10-11 Live Training Call Read More »
Questions answered on this call: 6:00 – How Can I start to be more organized with Records in ID14:00 – Starting with Tags within Land section15:35 – What integrations are available within the Investment Dominator16:00 – Things to know when using REI Printmail Integration18:00 – How to Add additional Information within Letters Sent20:00 – How
2021-10-07 Live Training Call Read More »
What are the Investment Dominator [Big-3] setup requirements –:30Signature/Profile – 4:30Company Info – 9:50Domains – 26:35 38:00 – How to review past live training calls within ID40:00 – How to get resources after watching Monday Live Call42:00 – How to generate a Mail Campaign within ID (options)43:00 – How to Setup and create a mail
2021-10-04 Live Training Call Read More »
Questions answered on this call: 6:00 – How Tags can improve your experience with ID20:00 – How to Use and Setup Advanced Searches within ID27:40 – How to select records to not process within the current Campaign30:00 – How to Create a custom Status within ID39:55 – Creating a Custom Neutral Letter and Logo on
2021-09-30 Live Training Call Read More »
What are the Investment Dominator [Big-3] setup requirements –:40Signature/Profile – 5:00Company Info – 11:00Domains – 26:42 34:00 – How to generate your SSL for websites36:00 – Going over ID User Guide37:00 – What to do after initial setup with ID39:10 – How to Check on future updates and planned updated in user guide40:40 – How
2021-09-27 Live Training Call Read More »
Questions answered on this call: 4:45 – Features of the Buying Site you can change (Land Gen Theme)7:04 – How to Download and upload a custom Theme11:00 – How to edit the code and change your custom theme36:20 – What Exactly is Zapier and How Can I use it with ID37:50 – Zapier Walkthrough Example
2021-09-23 Live Training Call Read More »
This article outlines the different types of users you can set up under the ‘Teams‘ tab of your Admin Console. There are 3 main types of users in the Investment Dominator system: How To Add A New User To Your Team In order to create a new user, you will need to go to the
Permissions For User Management Read More »
What are the Investment Dominator [Big-3] setup requirements –2:00Signature/Profile – 5:54Company Info – 12:30Domains – 28:35 39:40 – Going over Quick Start User Guide43:17 – How to view past recording and signup for future calls45:00 – When to go to ticket support for the Investment Dominator47:55 – How to report technical issues with the Investment
2021-09-20 Live Training Call Read More »
Questions answered on this call: 5:11 – New Custom theme option for Investment Dominator (Land Gen)8:30 – How to see your Custom Webpages created within Investment Dominator11:30 – How to add created web pages for buying site/ selling site13:26 – How you can create your own custom theme for Investment Dominator16:36 – How to go
2021-09-16 Live Training Call Read More »
What are the Investment Dominator [Big-3] setup requirements –2:00Signature/Profile – 4:50Company Info – 11:00Domains – 26:40 37:40 – How to search the User Guide with the Investment Dominator38:25 – Introduction to Zapier and its integration with Investment Dominator40:46 – Google Domains with Investment Dominator43:00 – How to report an issue for support45:00 – Quick Start
2021-09-13 Live Training Call Read More »
Questions answered on this call: 4:11 – How to generate a custom neutral letter and select it for mailing6:18 – How to create a custom letter template for ITI Direct Mailing12:00 – How to effectively use the Investment Dominator’s User Guide15:00 – What to do after setting up the Investment Dominator17:00 – Going over customization
2021-09-09 Live Training Call Read More »
© 2024 Orbit Publishing. LLC