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CRM Overview - Video

Some takeaways:

- Add contact (00:30)
- Add a trust associated with a contact (responsible party) (01:08)
- Connections tab overview (02:28) and (08:32)
- Relationship value vs. direct investments (03:45)
- Contact profile tab overview (04:28)
- Contact investments tab overview (05:30)
- Contact communication tab overview (06:23)
- Contact activity log tab overview (07:25)
- Contact bank account tab overview (and add bank account) (08:00)
- Add connections (08:49)
- Description of a responsible party for connection (09:10)
- Share communications overview (09:35)
- Edit connections (10:33)
- Filter contacts (11:05)
- Advanced search overview/tutorial (11:20)
- CRM Bulk Actions overview (export contacts, send contacts via email, email, and invite to investor portal) (14:50)
- Sign in as investor (16:27)
- Email overview (17:25)
- Send as private communication overview (18:37)
- Call to action overview and button text (19:52)
- Insert tag in emails (20:25)
- Account activity log overview (23:00)

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