System Overview and CRM Training Syllabus
(Updated 06/29/2018)
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)
- Sign in as an Investor
- Relationship Value
- Status/Inviting
- Investor/Vehicle Profile
- Profile Tab – EIN/SSN, Contact Tags, and External IDs
- Investments – Project Association, Asset/Region/Custom Tags
- Communications – BCC, Add Activity
- Task Manager
- Activity Log – Logins, Profile changes
- Bank Accounts – NACHA
- Connections – Entities/Vehicles, Secondary/View Only Access, and Relationship Managers
- Advanced Search/Filtering
- Inviting Investors to Investor Dashboard – Bulk vs. Individual Invites
- Bulk Email
- Email Marketing Best Practices
- Bulk Email overview (all below items are covered in webinar)
- Private Communication
- Call to Action
- Attachments
- Preview
- Save as Draft
- Sent Emails – recipient metrics – open/click/bounce rates
- Activity Log
- Document – Manage
- Sponsor Folder – Uploading Investor Documents
- Adding Asset/Class Level Documents
- Adding Project Level Documents
- Offering Docs – Acknowledgement Page, Show Page and DocuSign
- Renaming or Deleting a Doc