New User Training Checklist (Legacy Investor Portal)
New to IMS? We’ve compiled a list of helpful skills to quickly become an expert!
101: Beginner
CRM:
- How to Add and Edit a Contact
- How to Sign in as an Investor
- Edit Investor Profile Connections
- How to Send Invitations to Investors
- BCC Functionality
Document Management:
201: Intermediate
Project Build:
Misc:
301: Expert
3. Running Distributions with Waterfall
4. Investor Dashboard Preferences