• How to Log In to AIM

    If you have never logged into this Salesforce instance: You should have received an email invitation to l...

    Jun 26, 2017 09:22AM MDT
  • Which browser should I use for AIM?

    Browser Suggestions The standard major Internet browsers are supported by AIM in Classic - this...

    Dec 08, 2017 11:53AM MST
  • Home Page Overview

    The Home page represents your main landing page whenever you first login to AIM. From this central hub, you c...

    Aug 02, 2017 02:25PM MDT
  • Anatomy of a Record

    Within AIM, all of the information you are storing are saved on records. Records are specific to an object in...

    Jun 26, 2017 09:24AM MDT
  • Types of Fields in AIM

    Within AIM there are several types of fields that you may encounter on records. Each type of field has unique...

    Jun 26, 2017 09:24AM MDT
  • Multiple Ways to Add a Record in AIM

    There are several ways to add data into AIM - and more than one way for each type of record. Here, we will co...

    Jun 26, 2017 09:25AM MDT
  • How to Edit or Delete a Record

    Aside from adding new records to the system, users can also edit and delete existing records. Depending on th...

    Jun 26, 2017 09:35AM MDT
  • How to Upload Documents as Content in AIM

    There are two primary ways to upload a document into AIM - via a specific record, and using the Library tab. ...

    Jun 26, 2017 09:44AM MDT
  • How to Use Global Search

    Overview Use Global Search to search through all records, fields and record types for a specified search t...

    Jan 29, 2018 03:10PM MST
  • How to Add a New Deal

    Overview Learn how to create a new deal in order to track your potential and existing investment opportuniti...

    Jan 29, 2018 03:11PM MST
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