Client › Site Contents

External client portal - customers see their own leads, quotes, invoices and messages.

Lists and Libraries

NameContent TypeItemsLast modifiedActions
LLeads
Your requests to us - submit a new one here; you see only your own.
ContentType.Lead0View  |  + New  |  About
AActivities
Calls, meetings and follow-ups logged for your account.
ContentType.Activity0View  |  + New  |  About
CCommunicationLogs
The messages and calls between you and us - a read-only record.
ContentType.CommunicationLog0View  |  + New  |  About
QQuotes
Quotes sent to you - read-only for external clients.
ContentType.Quote0View  |  + New  |  About
IInvoices
Your invoices - what is billed to you and when it is due.
ContentType.Invoice0View  |  + New  |  About
PPartyRelationships
How your organization relates to other business partners.
ContentType.PartyRelationship0View  |  + New  |  About

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