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Client Portal (available with Premier!)
In Client Portal, you can create roadmaps for your clients, manage documents, and communicate via comments with your clients and your team.
Frequently Asked Questions About Roadmaps
Building a Roadmap TemplateThis article is for admin and TC roles only.
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 a Branded Client Portal Link
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
Comments
Understanding Comments in Client Portal
Managing Direct Messages (DMs) in Client Portal