Client Portal Training Videos

Check out the batch of videos below from our amazing Head of Tech - Mr Ankit Paliwal!

Ankit runs through all things related to the portal that you will need to know to become what he refers to as Power User 💪🏻

Accessing the portal:

Accessing client list:

My Tasks:

Key terminologies:

Navigating around a workspace:

Navigating around the entire client portal:

Significance of your workspace task list:

Task Comments and Messages:

Profile and Notifications Management:

Mastering how to pin a chat thread, voice messages, and scheduled messages:

Portal Training 23/12/2024 Read AI

Portal Training 07/01/2025 - Read AI

Portal Training 7/1/2025 - Read AI

Portal Training 24/1/25 - Read AI