Client & Investor Relations

Progress your way through the general track and then move on to advanced track once you have mastered the fundamentals.

If you are unsure which path to take, need help or want to provide feedback, please submit a support ticket by clicking on the ‘?’ in the upper-right corner within Satuit and selecting “Submit a Support Ticket”.

General SatuitCRM® & SatuitSIP® Secure Investor Portal Track

1. Basic Navigation & Menus
2. How To Add A Business/Entity
3. How To Add A Contact
4. How To Add A Document
5. Fast Find
6. Create A Saved View
7. Configure Your Home Page
8. Customize Your Browse Lists

SatuitCRM® Specific

1. Introduction to SatuitCRM®
2. How To Add An Activity
3. Introduction to Outlook Integration

SatuitSIP® Specific

1. Introduction to SatuitSIP®
2. Portal User Activation
3. Contact Portal Settings
4. Portal Access Management
5. Portal Access and Client View
6. Shared Content

Advanced SatuitCRM® & SatuitSIP® Secure Investor Portal Track

1. Linking
2. Advanced Search
3. Custom Search
4. Reporting

SatuitCRM® Specific

1. Dashboard
2. Satuit2GO®
3. Advanced Outlook Integration
4. Mass Mail
5. Email Templates

SatuitSIP® Specific

1. Configure Login Page
2. Default Configurations
3. Investor Email Alerts
4. Manage Security Settings
5. Configure Portal Folders
6. View Portal Audit Log
7. Audit Log
8. Portal Roles & Permissions
9. View Content
10. Configure Investor View
11. Relationship Manager Team
12. E-Signature Settings
13. Watermarking
14. Site Disclaimer