How to Create a Link or Button that Sends You to a Dynamic CRM Report
Steps
How to Add Advanced Reporting Features
Cross Filters Identify records in the CRM with or without related records (Ex. Accounts without Contacts) After the Cross Filter has been added: Buckets Use buckets to categorize a group of values. After clicking “Add Bucket Column” you’ll select which field you want to bucket, give the bucket a name, and then select which values […]
How to Use Email to Salesforce (E2SF) to Create Interactions and Interaction References
Users can send or forward emails to their specified Email to Salesforce (E2SF) email address to add the email as a new Interaction record in the CRM. E2SF will automatically create an Interaction and Interaction References for any Contacts whose email addresses are found in the email (From, To, CC, and Email Body). References will […]
CRM Interactions and Interaction References – Everything You Need To Know
Interactions represent communication between your organization and other individuals and firms. The purpose of Interactions is to log events and accompanying notes that can be valuable to understanding the status of relationships and active fundraising or investing opportunities. Interactions provide transparency across your organization, track emails and calls for compliance, provide insight on coverage and […]
Anatomy of a Record
Within the CRM, all of the information you are storing is saved on records. Records are specific to an object in the database. Think of a record as a row in a spreadsheet, and the object as the tab or sheet where the row can be found. Below is a breakdown of the key components […]
How to Configure State and Country Picklists
Having complete and accurate address data is important when you are planning trips to visit your investors, fund managers, or portfolio companies. By setting up and configuring State and Country picklists for all address fields, you help ensure data integrity. This helps with trip planning (e.g. which of my Investors live in Seattle) as well […]
How to Export Data from the CRM
Admin users may want another way of receiving automated exported backup data from the CRM instead of the manual process involving exporting data from a CRM report. The CRM provides admins the ability to run an ongoing export of their data. Pre-requisite Steps **Note: You may also want to check the box for “Include images, […]
How to Merge Accounts
Do you have a potential duplicate account? Merging two or more accounts into one account record is available in Lightning with the Manage Duplicates component. Steps This process is the same when merging contacts.
How to Add/Remove a Category on Documents After Sending an Investor Correspondence Batch
Investor Correspondence automatically includes three Categories with the send of each batch: If you send a batch of Documents to the VDR/Portal and wish to add or remove a Category to that entire batch, follow the steps below. Steps:
How to Generate Tearsheets in the CRM
Tearsheets within the CRM offer your team the data they care about the most, all with the click of one button. Tearsheets present easy-to-access, customizable, print-ready reports that summarize and optimize how you consume the data you need now. Some Tearsheets come standard with your CRM subscription. If you would like to discuss creating a […]
