How to Invite a Client to Your Website

If you'd like to invite a Client to view, bookmark, or sign up to your website, please follow these directions.

Clients are divided into two categories:

• A Contact is someone who has a source of CSV Import, Manually Created, or Emails / Contacts Sync whereas everything else is considered a Lead. 

In order to convert a Contact into a Lead, you must invite the Client to your website. 

1) From the left taskbar, click Contacts

2)  At the top-right, click the Invite To My Site link.

This will allow the system to send an automatic email link to your client allowing them to signup from your website and convert them to a Lead.

From here, they can create their own saved searches on your website which will deliver a Morning Report from you via email based on the daily criteria.

• To learn how to create a Saved Search for your Leads, visit our help article on this topic
• For more on your Client Experience, visit our help section on this topic