Author name: Luis Garate

2022-09-01 Live Training Call

Questions answered on this call: 21:10 – System Update 21:50 – Generate Documents Screen Redesign 26:10 – Dashboard option removed from desktop 27:45 – Profile – Preferences Settings 31:30 – Profile – Notification Settings 33:05 – User Permissions 33:55 – API Documentation for Tasks 37:00 – Listing Page Optin Page 40:30 – Format APN data […]

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September Update: Quickly change your Subscription Type over at Profile > My Account

You can now more easily change your type of subscription you have, by heading over to ‘Profile > My Account’ and click on ‘Update’ on your subscription to change it into another type. This is applicable to the Investment Dominator CRM subscription type, as well as the Outside Data Service Integration subscription type. In the

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September Update: House > Reports: Understanding Your Deal Flow KPI’s

We have a few key reports built into the Investment Dominator regarding your land investment deal flow, located under the ‘House > Reports‘ section. House 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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System Notifications

The Investment Dominator has a few System Notifications that you can enable. Notifications include: Enable Notifications First, login to your ‘Admin Console‘ and navigate to ‘Profile> Notification Settings‘. There are three types of notifications that you can enable: To enable the notification click the ‘Yes‘ option next to the system notification that you would like

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Roles and User Permissions (User Management)

With the Investment Dominator system, you can set your team up with access to your Admin (Management) Console and define exactly what they can and cannot see based on user Roles and Permissions. This article explores what options you have available to you when you set up a new teammate. Roles First, we want to

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Tasks > Reports: Understanding The Data

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,

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