Client portal support

Client onboarding and support

  • Clear pre-login and post-login guidance
  • Security and support copy in one public place
  • The live CRM stays separate and protected
crm@quicksite.store
FairChoice CRM FairChoice CRM Client onboarding and support
Open support guide Open Support

Workflows

Explain the operational paths people actually use

This page turns the abstract CRM into clearer task flows for both internal teams and clients.

Open Support Open support guide
Client portal support Onboarding, release notes, security copy, and support routing around the live CRM.

This host is intentionally focused on support, onboarding, intake, or operational clarity around the live systems.

6 Portal support pages
Clients Primary audience
Separate Live app untouched

Workflow Guides

What this page should clarify

Use plain language and obvious sequences.

Lead intake

How new files or requests enter the system.

Status tracking

How people understand progress without guessing.

Team handoff

Where responsibility moves inside the workflow.

Available Sections

Request Support

Route a CRM question

Use this host for onboarding questions, workflow guidance, and help routing around the live portal.