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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)
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How do you add an issuer account? (Account Management, Adding Issuer Type)
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How can I review and approve changes to investor accounts? (Audit Updates, Review Account Updates, Approve Account Details)
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How can I connect the platform CRM to my email account? (Gmail, Outlook)
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Where do my investors upload accreditation documents? (Accounts, Accreditation Status, Accreditation Check)
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How can I delete an account, but not the users associated? (Remove Account, Linked Users)
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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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Parent accounts (Entity Account, Limited CRM, Advisor)