We are releasing a system update to make this screen easier to understand. When you go into ‘Land > Actions > Generate Documents’, and select the Campaign you want to generate, you will find yourself with this new screen: The difference is that you will only have the option to ‘Generate’ the documents, however, once […]
Generate Documents Screen Redesign Read More »
Questions answered in this call: What are the Investment Dominator [Big-3] setup requirements – 9:30Signature/Profile – 10:23Company Info – 17:45Domains – 34:3041:00 – How to Generate your SSL44:10 – Quick Start Guide for the Investment Dominator50:00 – How to see replays of the past Live Q+A calls51:20 – How to create a support ticket for
2022-08-08 Live Training Call Read More »
Questions answered on this call: 8:30 – Preparing records for offers20:10 – How to send a subset of records within Investment Dominator25:20 – How to perform an Advanced Search29:30 – How to export records (Backup purposes)33:40 – History for actions done on records37:50 – Understanding Marketing Tab44:40 – How to Generate Neighbor’s list
2022-08-04 Live Training Call Read More »
Chances are if you are coming across this article you want to know the difference between the types of Users you can create under your profile. We have released a new system update that will not only allow you to further personalize these Permissions to best fit their Roles, but you can also add Custom
New Update for Roles and Permissions for User Management Read More »
We have a few key reports built into the Investment Dominator regarding your Team Management, located under the ‘Tasks > Reports‘ section. Task KPI’s The first report you will find is in regards to Task KPI’s (Key Performance Indicators). These are analytics measures that determine a task’s performance in critical areas such as accuracy, timeliness,
Tasks > Reports: Understanding The Data Read More »
Within Tasks, you may have noticed it has been updated to show 3 view options with one of them including the Calendar view. The three options are as follows: List Card Calendar You can also switch the months by clicking on the highlighted arrow options to go back and forth. If you wanted to just
Tasks Update: Calendar View Read More »
In this article let’s discuss the recent changes to the Investment Dominator. Overall we have not removed any functionality the Investment Dominator had before, but instead we have updated the interface and changed the way you use some of your favorite features. 1. Using Actions In Investment Dominator Before using actions within ID looked like
July 2022 – Update to Investment Dominator Read More »
With the new update for Tasks and Team Management out we want to take the time to discuss these changes in detail. We have completely revamped the Tasks section with this new update introducing new view options such as (Card, and Calendar view). Now allows for improved organization, efficiency, and task tracking. This also introduces
New and Improved Tasks and Team Management Update Read More »
What Is Zapier? With Zapier you can easily connect and share data to and from the Investment Dominator with over 2000+ other web apps and SAAS systems. A complete app directory can be found at: https://zapier.com/apps In this article, we are going to explain how to connect the Investment Dominator to CallRail to post Call
Zapier: How To Connect CallRail With The Investment Dominator Read More »
What Is Zapier? With Zapier you can easily connect and share data to and from the Investment Dominator with over 2000+ other web apps and saas systems. A complete app directory can be found at: https://zapier.com/apps In this article, we are going to explain how to connect the Investment Dominator to Sendinblue, but first, let’s talk
Zapier: How To Connect Sendinblue With The Investment Dominator Read More »
What Is Zapier? With Zapier you can easily connect and share data to and from the Investment Dominator with over 2000+ other web apps and saas systems. A complete app directory can be found at: https://zapier.com/apps In this article, we are going to explain how to connect the Investment Dominator to PandaDoc, but first, let’s talk
Zapier: How To Connect PandaDoc With The Investment Dominator Read More »
What Is Zapier? With Zapier you can easily connect and share data to and from the Investment Dominator with over 2000+ other web apps and saas systems. A complete app directory can be found at: https://zapier.com/apps In this article, we are going to explain how to connect the Investment Dominator to TextMagic, but first, let’s talk
Zapier: How To Connect TextMagic With The Investment Dominator Read More »
Questions answered on this call: 7:30 – How to see past system updates within the Investment Dominator10:00 – How to review Outside Data Service Integration to see if it’s a good fit for your business16:00 – How to use skip tracing services to process records18:36 – How to change the default font of the Letters
2022-06-02 Live Training Call Read More »
Questions answered on this call: 6:17 – How to use the Find Deals Wizard and information on importing records to Investment Dominator16:10 – What is Zapier and how can I use it for my business23:17 – How to Connect the Investment Dominator to Google sheets42:00 – Going over custom documents within the Investment Dominator and
2022-05-26 Live Training Call Read More »
What are the Investment Dominator [Big-3] setup requirements – 6:45Signature/Profile – 8:36Company Info – 17:44Domains – 39:00 48:24 – How to Generate your SSL52:15 – How to create a support ticket for tech support55:00 – How to see replays of the past Live Q+A calls57:00 – Quick Start Guide for the Investment Dominator
2022-05-23 Live Training Call Read More »
Questions answered on this call: 7:55 – Is it possible to use Custom Documents with the REI PRintmail Integration13:00 – How to find future updates coming to the Investment Dominator14:00 – How to only select a limited amount of records when importing with the Outside Data Service Integration25:00 – How to properly find tagged records
2022-05-19 Live Training Call Read More »
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