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CRM

Manage Contacts, create and send Email Campaigns, create dynamic user groups via Segments and track investor engagement and activity with the Activity Log

Contacts

  • Archiving CRM Contacts
  • Notification Settings
  • CRM Overview
  • Contacts Advanced Search
  • CRM Contact Profile Overview
  • Add, Modify and Delete Contacts in the CRM
See all 13 articles

Email

  • Email Campaign Layouts
  • Email Campaign Templates
  • Email Campaign Overview
  • Email Integration - BCC

Soft Commitments

  • Soft Commitments

Segments

  • Advanced Search Segments
  • Segments

Activity Log

  • Activity Log Overview

Task Manager

  • Task Manager

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