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Assigning a Roadmap Template Using Client Portal 2.0
In Client Portal 2.0, 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 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:
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, open a transaction.
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.
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.