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Preview the Client Portal under Leads
Preview the Client Portal under Leads

This article explains how to preview the client portal before inviting your client to start collaborating.

Written by Kalya Ryan
Updated over a week ago

Audience: Builder

Read time: 3 min

Article contents: Steps on how to preview the client portal.

To preview the client portal following the creation of a lead, follow these simple steps:

  1. Select Leads in the left-hand menu;

  2. Click on the Lead you want to view.

3. Once you have selected your lead, a new screen will open with the Lead Details.
Scroll down to see the Client Portal. Click Preview.

The client portal preview will appear under your Projects.

Note: your company logo and company colors will only appear once they've been set up under My Business.

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