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Re-sending & Opening a Customer's Portal
Re-sending & Opening a Customer's Portal

This will detail how you can re-send the customer portal to a customer and how to open it

Kayla Bergenske avatar
Written by Kayla Bergenske
Updated over 9 months ago

When in the customer Account you will go to the "Estimates" Tab

  • Email Link (RED): You can press "Send" which will send the customer a email with the link to their customer portal to view the estimate

  • SMS Link (ORANGE): You can press "Send" which will send the customer a text with the link to their customer portal to view the estimate.

  • Portal (BLUE): You can press "Open" which will open up the customer portal as the customer would see it for you to view in a popup.

*NOTE: CLICK ON THE LINK BELOW TO VIEW THE REST OF THIS ARTICLE ABOVE.*

Click HERE to see the "Estimate Tab" article under the "Prospect / Customer" collection
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