Having a Client Portal in Moxie CRM is a Game Changer So How Do You Set It Up? скачать в хорошем качестве

Having a Client Portal in Moxie CRM is a Game Changer So How Do You Set It Up?

Welcome to an updated journey through the Moxie CRM my client portal setup with me -- Lisa Williams, Your Moxie Maven! In this tutorial, I am sharing valuable insights and step-by-step guidance on customizing and optimizing your client portal to enhance user experience. 🙌🏼 Courtney Vickery’s Client Portal Makeover Course! https://courtneyvickery.com/moxie-cli... Do you need Moxie? Get 30 days free here! https://jolidesignsolutions.com/moxie Key Topics Covered: Setting up your client portal and choosing a custom domain Customizing enabled features and permissions for specific clients Branding your portal with custom fonts, colors, and logos Designing your login screen and welcome messages Creating custom pages and embedding content using iFrames and external links Adding client-specific elements like Google Drive links and Notion pages Organizing pages with categories for better management Embedding calendars and other custom content from Canva Viewing the portal from a client's perspective Chapters: 00:00 Customizing Your Client Portal 05:55 Embedding Pages in Portal 08:30 Custom Links for Clients 12:11 Checking Out Rachel Green’s Portal 🏆 Courses Free Masterclass: Get a quick overview of Moxie CRM with the first six steps to set up Moxie CRM.https://yourmoxiemaven.com/moxie-crm-... Starter Course: Dive deeper into Moxie CRM basics and unlock essential tools. https://yourmoxiemaven.com/moxie-crm-... Moxie Maven Academy: Become a Moxie pro with comprehensive courses, tips, and strategies. https://yourmoxiemaven.com/