Client Engagement & Client Portal

Client List

• Navigate the Client List
• Resolve Duplicate and Unmatched Clients
• Search for Clients
• Filter the Client List
• Manage Filter Views on the Client List
• Create a Saved Filter View on the Client List

Manage Clients

• Use Client Record Templates
• Add a Client
• Get to Know the Client Record
• Link a Connection to a Client
• Mark Connections as Inactive
• Archive Clients

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Engagements

• Create an Engagement Item Template
• Navigate the Engagement Builder
• Understand the Client Acceptance Experience
• Explore the Engagements List

Client Portal

• Invite Clients to the Client Portal
• Using the Client Portal Manager
• Show Files on Your Client's Portal

Client Requests

• Create a New Client Request
• Use Client Request Templates
• Add Client Request Templates to Task Templates
• Create and Send Bulk Client Requests
• Send Drafted Client Requests in Bulk
• Send a Fillable PDF as a Client Request

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Global Inbox

• Use the AI Assistant to Draft an Email
• Use the Global Inbox
• Create a Client From the Global Inbox
• Create a Task From the Global Inbox
• Use Labels With Gmail
• Assign Outlook Emails to Folders

Email & Email Templates

• Navigate Email Templates
• Apply Email Templates to Emails
• Send Bulk Emails
• View Bulk Email History
• Create a Custom Email Signature

Internal Communication

• Use the Comments Inbox
• Comment on an Email
• Comment on a Task
• React to a Comment
• Remove a Team Member From a Comment Feed
• Set Comments Permissions