Importing CRM

In the first page you can find bulk import and export of CRM. Please make sure that you leave the ID column empty when importing new clients.  For large CRM or bespoke columns please contact our support team. 

Relationship Manager, Portfolio Manager and Assistant 

InvestGlass links each client to a RM or PM. To change this relationship click on Setup. Select the RM and then save. 

Pseudonym and Token 

To change the Pseudonym of contacts click on Company Setup

InvestGlass runs on Pseudonyms and InvestGlass ID which represents your contact unique key to map the system to third party CRM, CMS or PMS. 

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