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Jul 25, 2024 · Users can navigate to your Customer Portal after you copy the Login URL from your portal’s settings and paste it into the HTML of your website. For more information, see Enable Customer Portal Login and Settings on page 9.
Apr 12, 2024 · To access the customer portal, you can either share the link to the portal with your customers or they can access the portal via the knowledge base. To view your customer portal: In your HubSpot account, navigate to Content > Customer Portal .
Salesforce Customer Secure Login Page. Login to your Salesforce Customer Account.
It helps to start off identifying and understanding your business’s customer service goals – your KPIs – then asking what your customers are looking for. Some questions to consider include: What are you trying to measure with a customer portal? How do you want this to improve your business?
Jul 30, 2024 · A well-designed portal is a user-friendly customer self-service option where customers can effortlessly find solutions, connect with a community, and manage their relationship with your brand. Let’s delve into the key elements that take a customer portal from good to great.
Go to the Customers module from the left sidebar. Select a customer. Click the More dropdown and select Configure Customer Portal. Select the contact persons for whom you want to enable the Customer Portal. Click Save. Now, an invite email will be sent to your customers, which they can use to access the Customer Portal.
Jul 16, 2024 · With the HubSpot customer portal, you need no coding, just log in to your HubSpot account, navigate to service> Customer Portal, follow the steps, apply your brand's color, logo, and favicon, and voila, it's done. So, are you excited to set up a portal for your clients in HubSpot? Don't know how to do that?
