Versions Compared

Old Version 2

changes.mady.by.user Spyroulla Ioakim

Saved on

compared with

New Version Current

changes.mady.by.user Georgia Kountouri

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

CRM.COM offers a pre-built contact web portal that can be branded by the business and accessed by their contacts to use. The portal includes various features and functionalities, many of which can be enabled or disabled from the CRM.COM back-end system by the business user.Preparing the portal requires following a procedure, and this document its contacts.

This guide will walk you through the whole process step-by-step. The business user can complete some of the steps, whilst other steps need to be managed by CRM.COM. steps of creating and publishing your business's Contact web portal, allowing your contacts to self-register with ease. Here’s a brief overview of the steps involved:

  • A business user creates and configures the web portal via the CRM.COM back-end system and notifies CRM.COM that they wish to be provided with their portal for review.

  • CRM.COM provides the web portal for the business to review and possibly make some adjustments.

  • The Your business distributes the portal URL for to its customers to usecontacts.

...

Let’s Get Started

Step 1 - Create the Portal

Create the portal configuration and enable the required settings. Optionally select any additional functions. See how to hereThen, read How to set up CRM.COM Apps to learn how to enable and set up additional features.

Step 2 - Request

...

a Version of the Web Portal for Review

Once you're satisfied with your portal's configurationsetup, the next step is to notify CRM.COM that you 're ready to publish wish to receive a version of the portal for review. To do this, click the Request to Publish button on your portal's data screen. This will send us a notification to CRM.COM to prepare a version of the portal for you to review.

...

Step 3 - Review the Portal

You will receive a version of the portal to review. This is a great opportunity to revisit the portal settings and explore additional options, or configure new features like Donations or Promotions to see how they appear in on the portal. If you make any changes through the back-end system, be sure to save them, then close/refresh the portal screen to see the updated settings applied.

Step 4 - Ready to Go

When you are satisfied with the portal is to your satisfaction, you can distribute the URL to your customers contacts so they can access and use your portalregister and access the various self-service features.