Serviceability Portal Set Up and Usage Guide

Serviceability Portal Set Up and Usage Guide

The Serviceability Portal enables you, as a Connectbase customer, to provide your channel or business partners (typically non-employees) with a limited view into your customer instance through a personalized sub domain. Portal users can search one or multiple addresses/locations to determine your serviceability at those location(s). And for locations that you serve, they can view building information and/or pricing where provided. Behind the scenes, the Connectbase Demand Engine tracks portal usage and search activity, providing you with insight into the locations your representatives most frequently inquire about.



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