Leads & Customer Portal
Everything you need to help get the most from your Leads and Customer Portal
By Kalya and 2 others3 authors14 articles
Preview the Client Portal under Leads
Can I capture leads for Buildxact from my website?
How do I use the Buildxact client portal?
How do I set up the look of the client portal?
What is the Client Portal Timeline?
How do I create a client portal for an existing lead?
How do I share items to the client portal?
Client Portal Messaging
Can my client change the client portal notification frequency setting?
How do I add or change a cover image for my projects in the Client Portal?
Can my client log in to their Buildxact client portal through my website?
You've been invited to a project using Buildxact's client portal