Communicate with Clients
Make client communication easier and make them happier.
- Set Up a Board for Client AccessMake a Kanban board your clients can see in Client Portal, directly or through CloudRadial.
- License Client Portal Companies and Invite UsersLicense client companies for Client Portal and invite their contacts to see your boards.
- Impersonate Client Portal UsersWhen you make a Kanban board for Client Portal, it's helpful to be able to see how the board appears to a client.
- Customize Client Portal Invite EmailsWhen you invite contacts to Client Portal, TopLeft invites them with a default email.
