Setting Up Your IMS Account
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Forms and templates used during implementation to set up your 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
     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...