Business APP | Access Instructions for your clients
Here are a few simple steps.
#1 You would need to fill all of the business information for the client in the Sales & Sucess Center for their account
#2 Or the client can do it themselves when they log into the Business APP
To give a client access to the business APP please follow these directions.
#1 All you need to do is make sure that the client was created as a contact inside of the Sales and Success Center
#2 Upgrade them to USER first. Don't use the optional upgrade to a user and send an email.
#3 Send them this link: https://login.clientcenter.info/ -They will need to enter their email click reset password and that would give them access.