FAQ | Frequently Asked Questions


For every Plan level, our onboarding service includes

  1. A discovery session with your team to understand your specific needs such as which CRM entities you wish to extend to your portal and how you want them displayed.
  2. Develop custom portal roles to control who is able to do and see what within your portal.
  3. Importing one of our xRMLink portal template managed solutions into your CRM.
  4. Training your team on how xRMLink works and what to expect.
  5. Create a custom invitation process to invite users to your Portal.
  6. Go live with your own branded portal under your domain name.
Category: Service

Short answer is “Whatever your business model demands.”

  1. We can set up your portal as a B2B model where your external party is a company (group, team, etc…) with many users, each having a subset of roles (i.e. sales, service, admin) and thereby a subset of portal navigation options. The B2B model allows that external company to share records to the extent you define allowing collaboration with each other and you.
  2. Or we can set up your portal as a B2C model where your external party is an individual and has their own login and related records.
Category: Service

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