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Importing Records from CSV

CRM & Sales

Lead capture and deal pipelines

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Creating and sending proposals

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Brief to billing workflow

Client & Staff Portals

Configuring client portals

Administration

Workspaces & Organization Settings
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Security & SSO
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DocsClient & Staff Portals

Configuring client portals

Give clients a branded self-service view of their active projects and billing history.

Where in Friendly 360: Dashboard → Client Portals

Portal access control

Invite client contacts securely with magic login links and role-based document access.

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Portal access control