PORTAL: Overview

Designing your Portal

Portal Pages

Ultimately your business comes down to your Clients, and Portal Pages are designed for them to view. This is what you want your Contacts to see; build a Portal Page with any information, images and links that will benefit your Contact. You can assign these pages to just one, some, or all Prospects and Clients. (Leads aren't committed to your business yet - so they are excluded.)

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Knowledge Base

Your Staff Members also need resources. Knowledge Base Pages are fashioned to display content for your Internals. These pages are designed to provide an organized private space in which you and your Team can record your collective knowledge, process, and policies. They can be best utilized for training your Staff.

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Workspace Pages

A Workspace Page brings Contacts and Staff members together in a collaborative effort. Any user whom is assigned to a Workspace Page can edit it; they are then required to describe the changes they made, which is added to a change log. This is so that there is a clear record of progression to keep everyone involved in sync. You can collaborate on documents, announcements, or any other text-based content. A Workspace Page can be assigned to any number of Internal Staff or Contacts (excluding Leads).

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Assigning a Start Page

You can take one of those nice Portal Pages you've created and make it the first thing your Prospect or Client sees when they log into the platform.  After all, the first thing your Contact sees when they log in is important! As with any Portal Page, you can make it as personalized as you'd like.

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Placeholder Links

Every Contact has their own unique navigation in their Portal, so how do you manage this when building their environment?  Placeholder Links are dynamic - meaning they change depending on who is viewing them. These links can be used in Portal Pages, Project updates, Notices, etc., and will adapt to the correct Contact whom is logged into the platform.

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Content Categories

Different businesses have different needs for organizing the elements of their work. Using Content Categories, you can label different types of Companies or Events with your Contacts, create a complex hierarchy of Task Priorities, classify categories of your Knowledge Base, and so much more. These labels appear as color-coded "tags" for easy managing.

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Custom Menus

Set the main Menu options to suit your needs. With Custom Menus, it's entirely up to you what Menu Items are visible to anyone on the platform. You can rename, reorder, hide based on Role, and even create new Menu Items.

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