View investor interactions with specific users (or all users related to an investment firm)

Your interaction history with specific investors is always displayed on the respective investor profile. However,
if you want to only check the meeting history of a specific user you can also do this via ‘IRM’. This page has the
additional advantage that you can also pull a list of all interactions you had with all users of a specific
investment firms, e.g. display all meetings you had with Pictet AM (Geneva).

Figure 6.2 – Interaction Log Investor