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 
  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
  2. Adding A Contact
• Sign in as an Investor
• Relationship Value
• Status/Inviting
• Investor/Vehicle Profile 
  1. Profile Tab – EIN/SSN, Contact Tags, and External IDs
  2. Investments – Project Association, Asset/Region/Custom Tags
  3. Communications – BCC, Add Activity
  4. Task Manager
  5. Activity Log – Logins, Profile changes
  6. Bank Accounts – NACHA
  7. Connections – Entities/Vehicles, Secondary/View Only Access, and Relationship Managers
• Advanced Search/Filtering
• Inviting Investors to Investor Dashboard – Bulk vs. Individual Invites
• Bulk Email
  1. Email Marketing Best Practices
  2. Bulk Email overview (all below items are covered in webinar)
     1. Private Communication
     2. Call to Action
     3. Attachments
     4. Preview
     5. Save as Draft
     6. Sent Emails – recipient metrics – open/click/bounce rates

• Activity Log
• Document – Manage 
  1. Sponsor Folder – Uploading Investor Documents
  2. Adding Asset/Class Level Documents
  3. Adding Project Level Documents
  4. Offering Docs – Acknowledgement Page, Show Page and DocuSign
  5. Renaming or Deleting a Doc