New User Training Checklist
New to IMS? We’ve compiled a list of helpful skills to quickly become an expert!
101: Beginner
CRM:
How to Add and Edit a Contact
How to Sign in as an Investor
Edit Investor Profile Connections
How to Send Invitations to Investors
BCC Functionali...
System Overview and CRM Training Syllabus
System Overview
IMS Admin vs. Investor Portal
Help Center
IMS Security
My Profile/User Settings
Notifications
Email Signature/Time Zone
Admin Settings (High-level)
BCC/Email Integration
IMS Admin Team Members
Investor Settings (High-level...
🎬 CRM and Onboarding Template Overview
CRM Template:
Utilize this template to bulk upload contacts into the IMS CRM.
For additional information on the Banking Information tab, click here
Onboarding Template
Utilize this template to bulk upload projects, contributions, and distrib...
