For every Plan level, our onboarding service includesn
-
- A discovery session with your team to understand your specific needs such as which CRM entities you wish to extend to your portal and how you want them displayed.
-
- Develop custom portal roles to control who is able to do and see what within your portal.
-
- Importing one of our CDSLink portal template managed solutions into your CRM.
-
- Training your team on how CDSLink works and what to expect.
-
- Create a custom invitation process to invite users to your Portal.
-
- Go live with your own branded portal under your domain name.