CRM.COM offers a pre-built contact 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 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.

Here’s a brief overview of the steps involved:

• A business user creates and configures the 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 portal for review.

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

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 here.

Step 2 - Request to Publish

Once you're satisfied with your portal's configuration, the next step is to notify CRM.COM that you're ready to publish the portal. To do this, click the Request to Publish button on your portal's data screen. This will send us a notification 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 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 the portal is to your satisfaction, you can distribute the URL to your customers so they can access and use your portal.