Compass One · Lesson 13
Preview before you invite: what the client will see
See exactly what your client will see before you send a Compass One invitation: open the folder, select Client dashboard, then Preview.
What it does: See exactly what your client will see before you send a Compass One invitation: open the folder, select Client dashboard, then Preview.
Where to find it: Compass One
Watch out: Check the client and sharing details before inviting or publishing.
Next in this series
Invite a client to Compass One from the folder, and why the email address mattersMade by a Compass agent. Not an official Compass production. Recorded screens reflect the platform at the time of production.