Your Guide to GUIDEcx
This is your guide to navigating GUIDEcx successfully!
By Elan and 1 other2 authors40 articles
- Your Customer's Onboarding Experience
- Interacting with GUIDEcx Through Email Only
- How Do I Edit the Customer's Project View?
- Introducing GUIDEcx to Your Customers
- Customer Perspective
- Mobile App [Deprecated]
- How your customers can contact you
- How To Add Customers to Projects
- Closing out Projects
- Resource Tab Customization in Portal
- Email Verification Flow
- How do I ask my team to complete Trailhead?
- How do I personalize my outbound communications?
- Chrome Desktop Shortcut/"Application"
- Notifications Overview
- Who Receives What Notifications?
- How do I White Label my experience?
- How Do I Update My Profile Settings?
- What are Brands?
- How do I change currency types?
- How do I unsubscribe from Email Notifications?
- What does it mean to be a "GUIDEcx-Certified" Provider?
- Understanding GUIDEcx Notifications
- How to Troubleshoot Logins