Allow menu items to be customizable by circle

3 months agoopen0

It would be great if you could customize menus by circle. Have an new-client circle, for instance, that only shows a very basic level of navigation. Then once they complete a particular flow, it moves them to full client status and the full menu opens up for them. And yes, I realize that you can create an onboarding flow, but requiring someone to fill out a CRM update form and sign a contract when you’re still at the estimate / quote stage doesn’t really work for a lot of businesses.

Client Portal Software Integrations