What is included in your onboarding service?

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.
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