CRM Client Portal User Guide

1. Back Office Portal Login

This is an abridged version of the user guide, highlighting essential features. To access the full version with detailed steps, kindly reach out to your dedicated Account Manager.

  1. You can login to the CRM Back Office portal through the Back Office URL.

  2. The CRM Back Office URL is distinct from the CRM Client Portal URL.

  3. If you have forgotten your password, you can reset the password by clicking "Forgot Password?".

PreviousBack Office (Back-End)Next2. Dashboard

Last updated