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Add a New Account to the CRM (Investors, Manage Investor Information)
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Bulk Import Accounts (Upload Accounts, Mass Upload, Contacts, Investor, Customizing Data, CRM and Contact Updates)
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How can I add a Joint Investor's name to an account? (Account Name, User Details, Co-Subscriber, Co-Investor)
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Add an Admin User (Permissions, Roles, Access)
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Can a user have multiple accounts? (Add Multiple Users, Using same email)
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Creating Specific Sales Representative Lists (Onboarding Internal Sales, Assigning Accounts to Sales Team, Sales Reps)
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CRM View: Customize Fields and Export Contacts (Column Modification, Form Fields, Import, Adding Columns, Adding Data Points)
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How can I change an account type? (Individual, Entity, Switch Account, Account Update)
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How can I merge accounts in the CRM? (Duplicates, Multiple Users, Account Update)
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Can I perform KYC and AML checks? (Accounts, Users, Know Your Customer, Compliance)
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How can I see if any KYC/AML or Accreditation checks have been run? (Transactions, Status, Investor Check)
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How do I enable self-accreditation? (Investor Accreditation, Requirements)