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E-mail your prospect a link to their Client Portal

Once you have set up a Client Portal for a prospect you can e-mail them an invitation announcing their Client Portal, including a link they can use to gain access.

NOTE: If you have just activated the Client Portal field for a prospect and are still in the Modify Contact Information form, you must click Save in the MLS Action Bar before using the E-mail Client Portal Invitation link.

To e-mail a Client Portal invitation from the Modify Contact Information page

  1. From the Contacts menu, choose Contacts/Prospects
  2. Locate the desired prospect and click their name to access their Modify Contact Information form.
  3. Locate the Prospect Options area, near the bottom of the page (click if necessary to expand the area).
  4. Click the E-mail Client Portal Invitation link that displays next to the Client Portal field.
  5. Make any desired changes to the invitation email and click Send Now to send it immediately. Please note that clicking Send Later will exit the Send Invitation page and save any changes for you to send the Client Portal invitation another time.
  6. Click Close in the E-mail Confirmation window.

To e-mail a Client Portal invitation from the Prospect Cart

  1. From the Contacts menu, choose Contacts/Prospects
  2. Locate the desired prospect, then click the appropriate numbered hyperlink below the Prospect Cart column (the numbered hyperlinks represent Newly Matched, Agent Recommended, Saved, and Rejected listings in the Prospect Cart).
  3. Once inside the Prospect Cart, click the Client Portal button located in the Action Bar near the top of the page
  4. Click Send Invitation to send the invitation for the first time or Re-Send Invitation if the Client Portal Invitation was previously sent.
  5. Make any desired changes to the invitation email and click Send Now to send it immediately. Please note that clicking Send Later will exit the Send Invitation page and save any changes for you to send the Client Portal invitation another time.
  6. Click Close in the E-mail Confirmation window.

TIP: View the video tutorial entitled "Client Portal" on the Learning Center for a quick overview of this feature. The Learning Center can also be accessed directly from the Help menu.

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