The customer portal is where a customer can go to see information about their install. The customer portal has information about their system, a link to view their proposal, see their project contacts, and chat with the installer.
The customer portal can be accessed from two spots.
On the lead page, under the name and contact information, there are links to view the portal and to send a link to it to the customer.
On the install tracker, there is a link to the portal under "Quick Links".
Customer Portal Settings
Navigate to Sales Company > Company Settings > Customer Portal Settings
Settings that can be changed here are:
Add the Setter as a contact
Automatically remove the Setter when an agent is assigned
Display company logo as the project photo
Title for the Setter contact
To send portal to customer click the "Send Portal" button on Lead Information Page