Clients zone
List of paragraphs:
How to create login for a Clients zone user?
- 1
- Select Customers.
- 2
- Choose Contacts.
- 3
- When creating a new contact or reviewing already entered one, mark Send SET password email. Set permissions, what information contact can reach in Clients zone.
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- 4
- Press Save. Contact will receive login information to Clients zone via email.
What information can a customer see in Clients zone?
- Knowledge base;
- Invoices;
- Pre invoices;
- Contracts;
- Opportunities;
- Support;
- Projects;
- Files.
