This guide explains how to access and update details in a marketing contact record within the Investment Dominator 2.0 system, enabling you to keep your contact information accurate and up to date.
STEP 1: Access The Marketing Panel
- Login to the ‘Admin Console‘.
- Click on ‘MARKETING‘ from the left navigation panel.
STEP 2: Select A Record To Update
- Use the ‘Search Box Dropdown‘ to quickly find a marketing record by keyword, contact ID, first name, or last name.
- Click the checkbox next to the record or click directly on the record to open the ‘Edit Contact‘ menu.
STEP 3: Edit Contact Record
- In the ‘Edit Contact‘ menu, click the section you want to update: Status, Assigned To, Info, Interest, Comments, Tasks, Owner Financing, or Tracking.
- Make updates to the desired fields; changes save automatically without needing a save button click.
- Refresh the page to verify that all your updates have been saved correctly.
Frequently Asked Questions
Do I need to click a Save button after editing a contact record?
No. Changes made within the Edit Contact menu are saved automatically. To confirm your updates were saved successfully, refresh the page and review the contact record.
Which sections of a contact record can be updated?
You can update information within the Status, Assigned To, Info, Interest, Comments, Tasks, Owner Financing, and Tracking sections of the contact record.
What should I do if my changes do not appear after editing a contact record?
Refresh the page and review the contact record. If the changes are still not visible, verify the information was entered correctly and try updating the record again. If the issue persists, contact your system administrator or support team for assistance.
