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Customers
Customer records, history, uploads, statuses, and the client portal.
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Customers
Customers overviewWork with customer records
- Customer page navigation Find daily work and less-used sections on a customer record
- Customer timeline Review customer activity and comments in chronological order
- Customer uploads Upload, label, categorise, preview, and delete files on a customer record, and choose job access for uploads.
- Customer associations Manage associations such as HOAs and body corporates, and link them to individual customer records in Neptune.
Import and test
Client portal
Client portal overviewManage access
- Grant a contact portal access Give a lead or customer contact access to the client portal and check their sign-in status.
- Email a client portal link Add a reusable portal sign-in link to a customer or lead email.
- Revoke or change portal access Remove a contact’s portal access and handle changes to their email address.
Help your clients
- Sign in to the client portal Open your documents with a six-digit email code, without creating a password.
- Find your way around Home and Documents Find your next action, sales documents and consultant details in the client portal.
- Review and accept a portal proposal Review proposal details, save a PDF and confirm that you would like to proceed.
- Open and sign contracts and variations Open a contract or variation from the portal and complete its signature in Gateway.
- Resolve portal access and document problems Help clients with sign-in codes, missing proposals, expired documents and blocked review pages.