FAQs
- How to export a Contact Report to PDF?
- How to send out your email campaign
- How to access your Weekly Investor Update Reports?
- How to target new investors with IRM Targeting
- How to access IR.Manager from a mobile or tablet?
- How to filter?
- How to Sort?
- How to Create a New Contact?
- How do I view and edit my Peers?
- How to Tag a Contact?
- How to Tag an Organization?
- How to generate an itinerary?
- How to generate a Briefing Note?
- How to extract your Agenda into Excel?
- How to download into PDF an Organization Profile?
- How to set up a Time-Zone in the Agenda?
- How to Export your data to Excel (My Shareholders, My Contacts, etc…)
- How to Duplicate a meeting?
- How to use the Drag and Drop function?
- How to Tag a meeting?
- How to filter Meetings by Tag in the Agenda
- How to upload a logo for your Reports?
- How to access the ESG-Data from Morningstar?
- How to format your Meeting Notes in the Agenda?
- How to manage the Meeting Notes?
- How to merge Contact Cards
- How to synchronize Outlook meetings in the IR.Manager Agenda?
- How to access your Agenda Analytics Dashboard?
- How to Attach a Single Activity to a Multi-Event?