Roadmaps
Frequently Asked Questions About Roadmaps
Building a Roadmap Template
3 Sample Roadmap TemplatesThis article is for admin and TC roles only.
Deleting a Roadmap TemplateThis article is for admin and TC roles only.
Assigning a Roadmap Template to a Transaction
Removing a Roadmap from a Transaction
Sending Branded Client Portal Invites to Clients
Customizing a Client's Roadmap
Agent and Client Perspectives of RoadmapsLearn how clients see the changes made to their roadmaps. This article also covers how to mark steps as completed.
Changing Roadmap Notification Preferences