Client Center for Success
We want your customers to use the Client Center. You want your customers to use the Client Center. So let’s talk about how to set up your Client Center for success so that your customers will want to use the portal.
First off, this is a walk through of ‘best practices’ if you will; how we recommend you do things so that you and your customers will be satisfied with the Client Center. If you are looking for other information about the Client Center, let me provide a few good resources for you:
Like any other part of the system, there is some setup involved before you can take full advantage of the Client Center.
You are officially done with the setup part of using the Client Center (hooray!). Your Client Center is customized to your branding, you’ve reviewed your system configurations, given your contacts access and permissions to use the Client Center, and have notified them that it is ready to use! The next part is where things get fun. You can start interacting with your contacts through the Client Center about every step of the process, from approving a proposal to finalizing artwork.
Updated 7/18/2022