Preview a Client Portal

Once you have set up a Client Portal for a prospect, you can preview the new Web page before inviting your client to view it.

IMPORTANT: If you have just activated the Client Portal field for a prospect, you must click Save in the MLS toolbar before previewing their Client Portal.

To preview a prospect's Client Portal

1. From the Contacts menu, choose Contacts/Prospects.
2. Locate the desired prospect and click the or icon. NOTE: The icons let you know whether you have enabled the Client Portal (), Auto-Prospecting (), or both Client Portal and Auto-Prospecting () for each prospect.

Or

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 Preview link that displays next to the Client Portal field.

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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