1. Click on Company Settings
2. Click on Customer Portal
3. You will see all your PDF files here
If you want more information about how to upload the PDF files, click here.
To see the client's view of the Portal...
4. Click on Sales Pipeline
5. Look for the deal you would like to check
6. Click on the Proposal #
7. Once we are in, your proposal will look like this
8. Click on View Portal
9. At the left side of the page, your client will see the PDF files under "Company Documents"
10. And below, your social media links will be displayed.
These can be added in your Company Information section of Company Settings.
Your client will have the option to see their proposals and invoices, request a new appointment, manage their emails, visit your website, and see your reviews.
11. Click on "My Proposals"
12. This will show them their Proposals one by one.
13. Click on My Invoices
14. This will show them the Invoices one by one.
15. Click on Request Appointment
Your client can make a new appointment request from here
16. The booking form will show up
17. Click on Email Settings
18. Your client has the option to stop receiving emails here
19. They may visit your website and check your reviews here
