System Overview and CRM Training Syllabus

System Overview

• IMS Admin vs. Investor Portal
• Help Center
• IMS Security
• My Profile/User Settings 
  1. Notifications
  2. Email Signature/Time Zone
• Admin Settings (High-level) 
  1. BCC/Email Integration
  2. IMS Admin Team Members
• Investor Settings (High-level) 
  1. Content
  2. Dashboard Preferences
  3. Platform Preferences
  4. Portal Notifications
  5. Images/Themes (Company Logo, Favicon)
• Action Bar 
  1. Home 
     1. Property Value/Loans (link coming soon)
  2. Assets
     1. Images
  3. Property Specs
  4. Loans
• Equity (High-level) – Separate Training
  • Building a Project
  • Org Structure (Cap Structures, Classes)
  • Investor Contributions
  • Waterfall Rules
  • Distributions
  • Entities

CRM

• CRM (Client Relationship Manager) 
  1. CRM Overview -  (video with implementation data template explanation)
  2. CRM Overview Checklist - Comprehensive written guide to the IMS CRM