GeniePortal™
Client-facing dashboard — saved searches, favourites, and direct agent messaging, linked live to GenieCRM™.
- 01 GeniePortal™ overview What GeniePortal™ is and how registered clients use it alongside your GenieCRM™.
- 02 Client-to-agent messaging How clients message their agent from the portal and where the conversation appears in GenieCRM™.
- 03 What clients are asked when they sign up The "I am a" answer, mobile number and email and text preferences every new account gives, and what happens to each.
- 04 How portal activity reaches GenieCRM™ The link between what a client does in GeniePortal™ and what the agent sees in the CRM.
