Step 1: Enable Customer Portal
NEW UI Enable Customer Portal
Step 2: Set up Custom Objects
NEW UI Set-up Custom Object
Step 3: Customer Portal Configuration
NEW UI Customer Portal Configuration
Step 4: Add Surveys Tab
Step 5: Set Up Customer Self-Registration
NEW UI Set Up Customer Self-Registration
Step 6: Portal for Contact
NEW UI Portal for Contact
The contact will receive an email with a user name and temporary password. |