How to activate the customer portal ?
Once you activate your subscription, you will receive an email to set up your password and activate the customer portal:
Once you click "Accept Invitation," you will go to the page to define your password:
Choose your password, and click "UPDATE." You will be redirected to the portal page:
Here you can manage your subscription:
- View the details.
- View the invoices.
- View the payments.
- View statements
To know more about the portal features, go to this article
What is the Customer Portal?
The Customer Portal is a self-service portal that you can use to manage your subscriptions, pay for invoices, update your information, and much more. The customer portal is a fully secure environment for subscriptions and payments. To access it, you ...
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How do I cancel my subscription?
You cancel your subscription anytime. To do that, go to Settings --> Manage Subscription: Click "Goto Zoho Customer Portal," enter your email and password for the portal: on the portal, click "Subscriptions": Click on the Subscription you want to ...
How to start a trial on Conpulse?
The trial period of Conpulse allows you to test the tool with almost real data, where you can see how the platform works and see all the reports with valuable data. Some features are only available when you subscribe to Conpulse Add new users from ...