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:
Select Leads in the left-hand menu;
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.