Progress Tracker on the Client Portal
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Guilherme Guy Svizzero
It would be great and useful to have a progress tracker within the client portal to clearly show where both the client and provider are with their respective tasks.
For example, if a document is uploaded and requires the other party to take action—whether it's reviewing, completing, or approving—it should be easy to see what's pending, completed, or in progress at a glance.
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Sales & Marketing
Merged in a post:
Ability to have a customized dashboard of client progress in the portal
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Karalee Foat-Barrett
Right now the current portal is just like a course platform like Skool and Thinkific. We want to use it to track client progress which our coaches/admins can interact with and edit.
For example:
• Coach A has a call with Client A
• Coach A adds a task for Client A to do before their next call and adds it to the portal
• Client A can then login to the portal and see the list of tasks they need to do and check of items that they have completed. This serves as their accountability
• Admin also has a section where they can put call recording links so that Client A and Coach A can see that record and this is also private to only Client A
• If possible we also want documents to be uploadable to the portal for each client so they can review them in the future.
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Kyle Odiorne
Please add a simple Delete contact button inside the specific contact like every other CRM that I have used.
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George Bronson
YES PLEASE! Need Tasks, as well as Progress Tracker!
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Katie Montell
Yes this would be great! I’d love to assign tasks to clients and show them the whole roadmap and plan.