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.
Only contacts listed as a Primary Applicant, an Applicant or a Guarantor can be provided with access the Customer Centre.
Note: The link to Customer Centre will only be valid for 7 days. After the expiry in order to access Customer Centre again you will need to generate a new link.
Sending the Customer Centre automated to your client(s)
- Open your Opportunity and go to Contacts
- Click on the Customer Centre tab:
- Click Send Invitation
- Choose your email template. Email templates can be updates in CRM Settings>Email Templates
- Update the subject and text of the email if you require.
- IMPORTANT: Do not edit the tags already in the email template.
- Hit Send
- Your clients will now receive an email from the Customer Centre
Generating a unique link that can be embedded in an email
If you do not wish to send your clients the auto-generated email that comes from the Customer Centre, you can instead generate a unique link that gives your client's access to the Customer Centre portal.
This link can be embedded in your own emails, allowing you to consolidate the number of emails you send to your client.
Note: That each client will need their own unique link and will still be required to log in using 2-factor authentication as mentioned above.
- Open your Opportunity and go to Contacts
- Click on the Customer Centre tab
- Check which contacts you want to have access to the Customer Centre
- If you have Questionnaires, check which ones you want to make available
- Click the copy link button next to your applicant and paste into your email
- Repeat for each applicant
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