HighLevel is thrilled to present the revamped Dashboard and the all-new Contracts feature in the client portal for both mobile and web. Facilitating document management and dashboard navigation has been made exponentially easier and more efficient.
New Features
Contract/Document Signing:
– HighLevel now offers a service to send contracts or documents for signing straight from the portal.
– Clients can directly view the contracts/documents from their personalized dashboard.
– Traditional paperwork is now a thing of the past with the provision to sign contracts digitally, right inside the portal.
– Upon completion, documents can be downloaded with a simple click.
Dashboard Enhancements:
– A personalized greeting with the client’s name and profile picture displayed at the top will make them feel at home.
– Quick actions have been implemented to facilitate one-click access to courses, invoices, messages, and community groups, all easily accessible from the dashboard.
– Users can smoothly transition for effective multitasking by switching between child apps on mobile with the help of the new top-bar switcher.
– A sleek, new mobile top bar has been introduced to provide an optimized navigation experience, especially for smaller devices.
This comprehensive revamp focuses on improving workflow efficiency and making features more accessible. Explore the latest features with HighLevel today!
Click here for the full HighLevel update article
What to learn more or need help with HighLevel for your marketing? Book a Discovery Call with Julian.
