Does anyone here on the forum use the Investment Dominator CRM? What process do you use to upload your records to the system? Ultimately I should be able to use the scrubbed file generated by PRYCD and a spreadsheet template to rearrange the data for that CRM, but I would love to hear any tips on skipping that step by setting up the scrubbing inside PRYCD before download, or perhaps someone has a premade template they'd like to share?
top of page
