Easy steps to activate and use OpusFlow's customer portal

Welcome to another tutorial! Watch this video to learn how to use the OpusFlow Customer portal. This guide will walk you through step by step from activating and using customer portal to improve your client interactions and streamline your workflow.
What you’ll learn:
0:00 - Intro
0:22 - How to activate your customer portal
01:51 - Adding a button to your quotation email template that directs your customers to their portal
03:05 - Sending a quotation email to your customer
04:13 - Understanding what the quotation email looks like from your client’s perspective
Watch the full video to become a pro at using the Customer portal in your daily operations.
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