Hello everyone,
In our recent post we had listed out some of the benefits of portals and few actions that you can perform within. Here we'll take a look at few recent updates in the Portals feature:
Add more non-client portals
Other than the default client portal, you can now add more non-client portals by opting for the payment plan based on the number of portal users. You can create these non-client portals for the Leads and custom modules.
Select a portal user type during the lead conversion
During the lead conversion process you can choose the portal user type to which the particular lead must be transferred to. For example, if you have created two portal user types in Contacts module - Health Insurance Policies and Auto Insurance Policies, while converting a qualified lead to a policy holder you can choose to which portal the buyer must be added to.
Choose canvas view for record display
Create unique list views and share it with your customers with the option to choose either canvas view or list view depending on how you want the records to be displayed.
Decide which records you want to display
Use the lookup filter option to give users access to only those records that are relevant to them. For example, you can create lookup fields in the Deals module and choose the lookup filter option to display only the records that you want a particular portal user to view.
Check out more about these features
here
and write to us about your queries and suggestions by commenting below.
Regards,
Anumita