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  3. Contacts

Contacts

Guides related to managing contacts within the CRM

  • CRM Overview
  • CRM Tags
  • Export Banking/Tax Information
  • Filter and Search CRM Contacts
  • Index Column Settings
  • Investor Profile Connections
  • Joint Accounts
  • Merge and Delete a Duplicate Contact
  • Move Investments
  • Task Manager
  • 🎬 Activity Log Overview
  • 🎬 Add, Update, Delete Contacts in the CRM
  • 🎬 Adding an Entity to a Contact
  • 🎬 Investor Profile Connections
  • 🎬 Mobile CRM
  • 🎬 Sign In as an Investor
  • 🎬 Transfer Investments (100%)
  • 🎬 Transferring Investments (50/50 Split)
  • 🎬 Transferring Partial Investments
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