Setting Up Your IMS Account

  • 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
        For additional information on the Banking Information tab, click here.