InvestNext

This video will show you how to add a column to view the date a contact was created in the InvestNext portal

How do I see when Contacts were created? (Video)

Steps for deleting a contact from your CRM.

The article will walk through how to merge two or more investor contacts within your portal.

This video will help you get the correct information to your investor so they can reset the password for their account

In this article we will outline how to edit details for an existing contact.

This article describes how to invite a contact to the investor portal.

This article contains a step-by-step guide for creating a new Contact filter

How to check your Contacts page for investors who have linked their bank accounts on the investor portal.

This article contains a step-by-step guide for adding a tag to a contact

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

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