self service portal

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User Guide

Invitation Events in the Self-Service Portal

Invitation Events in the Self-Service Portal Introduction One of the Self-Service Portal’s possibilities is to let your customers use it for signing up for events and training. The events/training shown in the portal are managed in the Invitation Events module in the CRM. You do not have show all invitation events in the portal, however, […]

Admin Guide

Public Registration for Invitation Events

Public Registration for Invitation Events The Self-Service Portal provides multiple options for gathering registrations for invitation events. For customers who sign in to the portal, you can grant access to browse events and sign up for them, and also to cancel their registration. On the other hand, the portal also enables you to activate public […]

Admin Guide

Self-Service Portal

Self-Service Portal — What is It? The main focus of the CRM-service Self-Service Portal is to act as a service platform for the customers. The portal’s users are your own customers – that is, the people who have been saved as contacts in the CRM. The use of the portal may vary quite a lot, […]

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