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CRM

Manage contacts, send emails, and create dynamic user groups

Contacts

  • CRM Overview
  • CRM Tags
  • Export Banking/Tax Information
  • Filter and Search CRM Contacts
  • Index Column Settings
  • Investor Profile Connections
  • See all 19 articles

Email

  • Bulk Email & Email Templates
  • Default Email Signature
  • Email Integration - BCC
  • Invite Investors to Portal
  • Segments
  • 🎬 Bulk Email
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