Frequently Asked Questions About Roadmaps
Building a Roadmap Template
3 Sample Roadmap Templates
Deleting a Roadmap Template
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 Step
Finding a YouTube Video ID