Topics in this article:
Assigning a Roadmap Template Using Client Portal
Assigning a Roadmap Template Using Sisu
What should I do next?
Use the table of contents on the right side of the screen to jump to a particular topic.
Assigning a Roadmap Template Using Client Portal
In Client Portal, you can assign multiple roadmap templates to multiple transactions at once. Once you assign a roadmap template to a transaction, a new roadmap is created in their Client Portal and the template's steps are applied to it.
Go to client.sisu.co/auth/login and log into Client Portal. The Dashboard opens by default.
In the Transactions section of the Dashboard, use the search bar to find a transaction. You can enter one of the following client details to pull up the transaction:
name
email
phone number
address
Click the checkbox of the transaction you want to add a template to.
Click the Select Roadmap Templates drop-down, and click the checkbox of any template(s) you want to associate to the transaction.
Click Assign. Now when your client logs into Client Portal, they'll be able to see their personalized roadmaps (as long as it doesn't have a trigger).
Assigning a Roadmap Template Using Sisu
You can also assign roadmap templates from within individual transactions in Sisu. Once you assign a roadmap template to a transaction, a new roadmap is created in their Client Portal and the template's steps are applied to it.
In Sisu, go to Transactions > Transactions.
Click in-line with a transaction to open it.
In the menu on the left, click Client Portal.
Click the Associated Road to Close Template(s) drop-down, and select any templates you want to assign to the transaction.
Click Update. Now clients can log into Client Portal and view their roadmaps.
What should I do next?
Next, instruct your clients to log into Client Portal by going to client.sisu.co and entering in their name, phone number, and email.
⚠️ *IMPORTANT*: In order for clients to log in, the Mobile Phone Number field and the Contact Email field must be in a form and they must contain the client's accurate information. If you need to add these fields to a form, an admin needs to follow the steps in this article from our Knowledge Base.
If you have a branded Client Portal, you can send them a branded link that puts your own branding on the login screen as well.
📖 Note: For help sending your clients a branded Client Portal link, check out this article in our Knowledge Base.