commonsku University

Management - CRM

Written by commonsku | Jul 30, 2022 3:05:00 PM

In this section:

1. How to add a client 

2. Client pages 

3. Client Portals: Creating a default portal 

4. Client Portals: Creating a new portal 

5. Client Portals: Editing, previewing, and deleting an existing portal 

6. Client Portals: Sending a portal link to a client 

7. Chatbots

How to add a client 

Client pages 

Client Portals: Creating a default portal - this feature is only available to Advanced and Enterprise Tier Users

Client Portals: Creating a new portal - this feature is only available to Advanced and Enterprise Tier Users

Client Portals: Editing, previewing, and deleting an existing portal  - this feature is only available to Advanced and Enterprise Tier Users

 

Client Portals: Sending a portal link to a client - this feature is only available to Advanced and Enterprise Tier Users

Chatbots