Customer and partner portals on your website

What moves

Portal templates let customers see and accept CRM quotes and let partners register deals and follow commissions.

Before you start

• Website and CRM in your plan
• Portal access set up for the customer or partner in CRM
• A portal template made live

Step by step

1. Site operatorWebsite Builder

   Uses the Customer portal template.

   You see:The portal is live.

2. Website visitorWebsite Builder

   Signs in and opens a quote.

   You see:The quote and its documents are shown.

3. Website visitorCRM & Sales Pipeline

   Accepts the quote.

   You see:The quote is marked accepted in CRM for the sales team.

Related

• CRM & Sales Pipeline
• Website Builder
• Customers sign Sales quotes through Contracts
• Discuss a deal in chat
• Discuss a lead or deal in chat
• A commission is calculated, approved and paid
• A customer answers a quote online and the rep sees the proof
• Connections between modules