For every Plan level, our onboarding service includesn
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- 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.
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- Develop custom portal roles to control who is able to do and see what within your portal.
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- Importing one of our CDSLink portal template managed solutions into your CRM.
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- Training your team on how CDSLink works and what to expect.
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- Create a custom invitation process to invite users to your Portal.
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- Go live with your own branded portal under your domain name.
