System Overview
- IMS Admin vs. Investor Portal
- Help Center
- IMS Security
- My Profile/User Settings
- Admin Settings (High-level)
- Investor Settings (High-level)
- Action Bar
- Equity (High-level) – Separate Training
CRM
- CRM (Client Relationship Manager)
- CRM Overview - (video with implementation data template explanation)
- CRM Overview Checklist - Comprehensive written guide to the IMS CRM