Enter the client's email address and click Invite.
Click Add More to send invites to more than one client at a time.
If you'd like to see how your client dashboard looks like, you'll need to send the invite to a secondary email address that isn't a part of the portal yet. You can't send invites to an email address that's been already invited to the portal or is already a part of the portal.
As a Portal Admin:
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.
Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.
Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.
Make the most of Zoho CRM with these useful tips.