All Collections
Client Portal (available with Premier)
Frequently Asked Questions About Roadmaps
Building a Roadmap TemplateThis article is for admin and TC roles only.
3 Sample Roadmap Templates
Deleting a Roadmap TemplateThis article is for admin and TC roles only.
Assigning a Roadmap Template to a Transaction
Removing a Roadmap from a Transaction
Sending Branded Client Portal Invites to Clients
Customizing Your Client's View
Changing Roadmap Notification Preferences
Embedding Videos in a Roadmap StepThis article is for admin and TC roles only.
Finding a YouTube Video ID
Comments
Understanding Comments in Client Portal
Managing Direct Messages (DMs) in Client Portal