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Client Portal as a new lead form

Customer knowledge baseUsing MedicarePROClient Portal

Set up

When you make a new ClientPortal version, you can enable it to be used as a NEW lead intake form. Here a few differences between a normal ClientPortal version.

  1. There is only one URL for this portal type. Typically the ClientPortal URL is unique to each person you send it to. This means you can include this single URL or QR code on emails, postcards, seminar materials, etc as a way for prospects to give consent to contact and provide important information.

  2. The typical ClientPortal log in page just asks for first and last name. This creates a new profile in your CRM and then proceeds to ask them for more information.

  3. This portal version SHOULD NOT be sent to existing clients as it will fail due to duplication checks.