Learn how to send your clients access to the Customer Centre.
Sending the Customer Centre link to your client(s)
The Customer Centre is a secure platform which requires via 2-factor authentication to gain access. This is done by sending your client a unique link via email, and a unique code via SMS.
Because of this you will need to have at a minimum a name, email and mobile number for your client listed against their Contact record. Their Contact record will also need to be linked to an Opportunity.
NOTE: Only contacts listed as a Primary Applicant, an Applicant or a Guarantor can be provided with access the Customer Centre.
- Open your Opportunity and go to Contacts
- Click on the Customer Centre button
- In the Invite column, check which contacts you want to receive the link
- Click Invite
Your clients will now receive an email from the Customer Centre.