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