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