Client Portal For Agencies
J
Jason Levine
Agencies need to be able to share assets with clients that they have created for that client. Similarly they need to be able to see invoices, update payment info, etc. These are features that make a client portal a client portal but the GHL client portal has been missing these key features
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D
Darren Cato
Doesn't this already exist ?
S
Stashanee Campbell
i agree whole heartedly
B
Bryan Persad
This is exactly what I'm trying to do. Save all invoices to the portal, contracts to be viewed, payment history and any news and updates to keep clients informed outside of emails and SMS.