Leads and Customer Portal
Everything you need to help get the most from your Leads and Customer Portal
By Matt and 2 others3 authors14 articles
Preview the Client Portal under Leads
How to use the Buildxact client portal
What is the Client Portal Timeline?
Setting up the look of your client portal
Creating a Client Portal for an Existing Lead
Sharing items to the Client Portal
Client Portal Messaging
Can my client change the client portal notification frequency setting?
Adding/changing a cover image on projects in the Client Portal
Adding a client portal login to your website
You've been invited to a project using Buildxact's client portal