my profile – The Investment Dominator CRM User Guide

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

Customization, FAQ, General, User Guide / Luis Garate

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 […]

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

Send Letters Wizard

With the introduction of the new wizards coming to the Investment Dominator we wanted to provide a step-by-step solution to help with Sending Letters. Let’s break down how this will impact how you use the Investment Dominator. Right, when you start off with this wizard you will notice you are presented with two options: Use