Customer Portal Administration

Efficiency starts with access. A customer portal can provide your customers or partners with access to order history, invoices, status updates, project details, cases, knowledge base, or whatever you choose to share.

In this video guide, you’ll find out how to:

• configure Portal Roles with access permissions;
• set up and launch your first Customer Portal;
• create and add Portal Users.

Increase customer autonomy and improve your processes.

• Accounts
• Contacts
• Leads
• Opportunity Tracking
• Calendar and Activities
• Data Import
• Using Print to PDF
• Reports and Analytics
• Data Export
• Security Roles
• Entity Manager
• Dynamic Logic Configuration
• Working Time Calendar Organization
• Meeting Scheduler Configuration
• Web-to-Lead Guide
• Customer Portal Administration
• Workflow Management
• Business Process Management (BPM)