How To Resend Client Portal Link to Contact

To send another automated email to your client so they can access their portal:

1. Choose to Edit the automated search you created for the client. You can do this via the Automatic Search widget, the My Clients shortcut, and/or the Prospecting Manager shortcut.

2. Choose to "Find all matches" Upon Saving. 

3. Choose to Save Changes and acknowledge the warning.

If you chose to BCC yourself on email notifications, you can view your email account for confirmation of the sent email. Or, check with the client to confirm.

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