Contacts

Guides related to managing contacts within the CRM

  • CRM Tags
      CRM tags allow users to tag certain contacts with specific criteria that can be used in the Advanced Search functionality. To view a guide on Advanced Search, click here.   Step 1: Click the CRM tab in the top bar. Click Contacts. Step 2: Choos...
  • Export Banking/Tax Information
    Step By Step: Users will need to contact support@imscre.com to request to have this enabled on a user basis and should be reserved for trusted team members that need access to sensitive information. Authorized users will be able to Export Banking/...
  • Filter and Search CRM Contacts
    How to Use Advanced Search Step 1: Click the CRM tab on the top navigation bar. Click Contacts. Step 2: Here you will see a list of all Contacts. Click the Advanced Search button towards the top.   Step 3: Choose the desired search criteria. You ...
  • Investor Profile Connections
    How to Add Multiple Contacts to An Investor Profile Step 1: Click the CRM tab on the top of the screen. Click Contacts. Click + Add Contact at the top right. If you want to connect a contact to an existing profile, skip to Step 3. Step 2: Choose t...
  • Joint Accounts
    Step 1: Click CRM on the top bar. Then click the Contacts tab. Click the blue Add Contact button in the top right corner. Step 2: Choose Joint Account as the Investor Type. Type the Joint Account Name. Use the Primary Account Contact’s email addre...
  • Merge and Delete a Duplicate Contact
      Step 1: Click the CRM tab on the top of the screen. Click Contacts. In this example, I am going to delete a contact because it is a duplicate. Step 2: Click the downward arrow, click Delete Contact.   Step 3: If you receive an error window stat...
  • Move Investments
    Overview: Moving investments will move the investment, distributions, and documents to the new Investor, as if the new Investor made the original investment. **This should be used for corrections in the IMS system. If this is not a correction in t...
  • Task Manager
    Step 1: Click Task Manager on the top navigation. Here, you will see a rollup of all My Tasks or Team Activity tasks. Note the ability to Show Completed Tasks, Sort by feature, and Search field. Click Add Task at the top right. Step 2: Complete th...
  • 🎬 Activity Log Overview
    Overview:  The activity log in the CRM allows team members to see investor activity such as logins, updates made to their account, and more. This is useful for tracking investor engagement.  Step by Step: Navigate to the Activity Log by selecting...
  • 🎬 Add, Update, Delete Contacts in the CRM
    Overview: Contacts in the CRM can be updated at any time including adding editing, deleting, or merging profiles.  Add A New Contact Edit An Existing Contact Delete a Contact Merging 2 Contacts Together 
  • 🎬 Adding an Entity to a Contact
    Overview: How to associate an entity with an individual and how to share communications with all responsible parties of the contact.  Step by Step: From the admin portal > go to the CRM dropdown menu > select contacts > hit the add contact button...
  • 🎬 Delete Contact
      *This video does not have any sound.
  • 🎬 Investor Profile Connections
    Overview: Connections in the CRM allow other parties to place investments on behalf of another contact and also share all communications with this party. This is useful for investors who have another person assist in managing their investments su...
  • 🎬 Mobile CRM
  • 🎬 Sign In as an Investor
    Overview Admins can masquerade as an Investor and log into their Investor Portal profile to see the investor's view. 
  • 🎬 Transfer Investments (100%)
    Step by Step: Locate the investment that you would like to transfer and click on the arrow to the left of the investor’s name. Choose Transfer Investment from the drop-down menu. The system displays an alert to remind you that the effective date ...
  • 🎬 Transferring Investments (50/50 Split)
  • 🎬 Transferring Partial Investments