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Read guides for getting started,
sales enablement & customer success

Getting started

Tip#7 - Customer Portal - what content to add, and how?

Dec 9, 2021 4:41:35 PM

Gemma Ord

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Getting started

Tip#5 - What are Licensed Users & Contacts?

Nov 25, 2021 10:13:34 PM

Gemma Ord

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Getting started

Tip #1 - How to access Portalis and create your first customer portal

Nov 22, 2021 9:25:53 PM

Gemma Ord

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Getting started

Tip#2 - Connect Portalis to your HubSpot portal

Nov 21, 2021 9:39:25 PM

Gemma Ord

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Getting started

Tip#6 - Use the Media Library to manage content in your customer portal

Nov 17, 2021 10:56:08 AM

Gemma Ord

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Getting started

Tip #4 - Bulk importing your Companies & Contacts

Nov 12, 2021 9:57:35 AM

Gemma Ord

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Getting started

Tip#3 - Configure your Portalis - Logos, pages and more.

Nov 3, 2021 9:06:19 PM

Gemma Ord

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Customers

Ksana Health: How has Portalis impacted our business?(video/transcript)

Nov 1, 2021 1:41:30 PM

Gemma Ord

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