IMS University (IMSU) is a multipart series that serves as an introduction on how to navigate the IMS Platform and utilize some of our new platform features.
Not new to IMS? This can also be used as a refresher tool to get you back up to speed.
With IMS University, you will learn how to:
- Add CRM Contacts
- Build a Project
- Create Waterfalls
- Run a Distribution
- Generate Statements
- Create Commitments and Capital Calls
- Customize Account Settings
- and More!