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INTRODUCTION TO SELF SERVICE PORTAL

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What is a Self Service Portal?
Self Service Portal tool enables you to provide clients with highly customized, interactive service. Your clients will receive answers to their questions, submit support requests and query your knowledge base. You’ll boost clients’ satisfaction as well as long-term retention.
Cloud Based CRM Customer Self-Service Portal Software provides your business with robust functionality and CRM solutions enabling your clients’ access to their own service and support requests. A Salesboom system administrator can create special self-service accounts for any client in the system, as a result, enables those clients to login to a special self-service portal, giving them privilege to access to create cases that will be available to support personnel in real time, or reflect on previous cases that are already submitted to the system.



Creating a Self Service Portal
  • Go to the Control Panel page and select Organization Administration section the choose Customer Self Service Portal Management.
  • Fill the missing data (Put your Logout URL and the Error URL of your website) and (The Header and Footer) and (upload you website logo) then click Generate HTML Form.
  • Click the Highlight Text Button and copy the text and paste in a text editor such as: Notepad++ and save as HTML.
  • To add Users to the Form - Go to Control panel and choose User & Role Management section then choose Self Service Portal Users.
  • Click Add User Button and fill out the missing data then click save and you will have a user name and password to login the web self service portal form on your website and users now can submit cases, solutions or projects.
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