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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