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Portals Training Series - E6. Client Portal Setup

Client Portal Setup

In this video, we will be guiding you through the configuration and setup of your Client Portal.

Agenda:
  • Setting up the Client Portal.
  • Inviting clients to the portal.

What you'll leave with

After viewing this video, you will:
  • Understand the configurable data fields.
  • Configure the Client permissions and toggles to your preferences.
  • Invite your clients from your CRM to your Client Portal!