Logo
Submit a request
Sign in
  1. IMS Help Center
  2. CRM
  3. Activity Log

Menu

Articles in this section

  • Activity Log Overview

Activity Log Overview

Overview 

The CRM Activity Log allows IMS Admin Team Members to see investor activity such as logins, updates made to their account, investment activity, and more. This is useful for tracking investor engagement as well as confirming when account changes were made and by what parties.

Step-By-Step Instructions

1. Select the CRM tab from the top navigation bar. Select Activity Log from the drop-down menu.

CRM.activity_log.png

2. The page you will land on will show you all activity on the account, with the most recent activity being shown at the top of the list. You can use the search bar, or sort and filter the data by using the filter drop-down menus on the Filter by row. 

Activity_log.png

3. Select Apply to apply filters (if any), and select Clear Filter to return to the default landing page.

Apply.png

4. To export the data as a CSV file, select the Export button on the left-hand side.

Export.png

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request
Return to top

Related articles

  • CRM Overview
  • Task Manager
  • Email Campaign Overview
  • Add, Modify and Delete Contacts in the CRM
  • Investor Profile Connections

Copyright © IMS Help Center. All rights reserved.

Zendesk Theme Designed by Diziana