Sharing on ClientPoint is really simple, you can:
- Share content
- Schedule meetings
- Meeting
- Sign
- Propose
When selecting the options from the action cards, you’ll be given the option to select “Who would you like to share with?”, you’ll be able to choose one of the following:
- Public - visible to all
- All of My Relationships - Visible to your connected relationships
- Specific People - Visible to only the people you’ve selected
- Collaboration Group - Visible to the people in the group
Once posted, the action will be posted to the respective timeline/s.
Steps to share/post in ClientPoint
Step 1: Click Share
Step 2: You will be asked if you want to choose "Who would you like to share with?" and be given the following options: Public, All of My Relationships, Specific People, or Collaboration Group. Choose one.
Step 3: Once you have selected the desired option, you can select the content you would like to share next. You can first add a brief description about what you like to post after which you can select the type of content i.e. pictures, videos, link or a file.
Once your content is successfully added, you can still confirm who you want to make this visible to i.e. Public/specific people/group. Click on Post to successfully add this to the respective timeline.
Have any questions? Please contact us at support@clientpoint.net