User Portal 2.33
September 10, 2024
User Portal 2.33 p.2
October 29, 2024
The overall theme of TBN is to give your customers more control, greater visibility, and an enhanced experience when interacting with your company. Even better, TBN allows you to accomplish all of this while reducing the time and effort it takes to deliver on those promises. In this episode, we’ll dive into these topics to help users get the most out of their subscription.
This Episodes Topics-
- Exploring the power of Contact Groups & Automated Emails
- Using Contacts & Organizations to streamline operations
- Where Customer Portals fit in the customer experience
- Taking advantage of contract rates to streamline pricing
- Using Document types to present the right data to the right customers
