- You must have an existing contact saved to REsearch
- This contact must have a first name, last name, and email address
Step 1: Log in to Portal
Step 2: Click “Create Portal” button
Step 3: Choose your contact
Step 4: Open the new Portal
Step 5: Add a Collection or Saved Search
Step 6: Share the Portal with your contact – Copy the link
5 Responses to “Setting Up a New Portal”
I think the saved search from when you set up the prospect before the beta should auto populate in the new portal. Also, there is no direction to provide to your client. You just send them a link with no explanation of what they are getting? And if you are to provide and explanation to what features they now have e.g. searching capabilities, you (HIS) should provide some script or direction.
All feedback has been noted with accompanying suggestion tickets created.
I completely agree with the other Kristin!!
Also, when sending a new listing to a client (portal or normal search), there should be an “add contact” right on the email window. So you can enter the email address, click “add contact” and just add them right there. Please.
For security purposes we do not allow anything “outside” to make changes to REsearch, including the Portal.
When sending search results there is an “Add Contact” option: https://www.help.hiinfo.com/wp-content/uploads/2018/05/2019-04-22_0928.png