Britixo Client Portal Tutorial: Invoices, Projects and Support

Britixo Client Portal Tutorial: Invoices, Projects and Support. Follow the live application screens with clear instructions and English captions. Useful links: Written guide: https://britixo.com/help-centre/client-portal-overview/ Official Britixo website: https://britixo.com/ Help Centre: https://britixo.com/help-centre/ Browse this topic: https://britixo.com/help-centre/category/client-portal/ Troubleshoot missing client portal sections: https://britixo.com/help-centre/troubleshoot-missing-client-portal-sections/ Understand roles, permissions and visible menus: https://britixo.com/help-centre/understand-roles-permissions-and-visible-menus/ Configure customer contact permissions: https://britixo.com/help-centre/configure-customer-contact-permissions/ Contact and product support: https://britixo.com/contact/ Category video playlist: https://www.youtube.com/playlist?list=PLWl6bnZAOzBA Complete video collection: https://www.youtube.com/playlist?list=PLCckil01H-hI Covered in this walkthrough: • Start in the client portal • Review sales documents • Follow shared project work • Keep support with the account Recorded in a temporary demonstration workspace with fictional records. Availability depends on your workspace configuration, permissions and connected services. Narration uses a UK English voice. #Britixo #CustomerSupport #ClientPortal #CustomerExperience #CRMSoftware MORE HELP https://britixo.com/help-centre/help-a-client-create-and-follow-support-tickets/ https://britixo.com/help-centre/help-a-client-follow-projects-and-tasks/ #CRMTutorial #BusinessSoftware