Your LevartéCRM is not only a tool that allows you to keep track of your clients and receive commission, clients also have the ability to create a personalized portal through your website to access their trip information, trip documents, provide personal information that syncs to your LevartéCRM, and make payments for their reservation, all online!
First-time users requesting a quote:
- Please provide your client with your website URL. Ask them to complete the Client Profile form by clicking on the Client Profile tab.
- The client should fill in their information. This creates a Client Profile for them.
- This information will automatically sync to your LevartéCRM and email you that a new client has registered.
Giving portal access to an existing client:
- Log into your Advisor Hub and click on “LEVARTÉCRM,” You'll be redirected to your LevartéCRM.
- Click on the "Show Clients," link in the middle of the page. Search for the client in the search field located just above the first client that is shown. Click the "Edit" button located in the upper right corner of the profile square. It is blue to the left of the red - which is the delete button.
- Locate the field "Username for Client Login." Assign a username and password* and click save. Notify your client of their login information and provide them a link to your website so they can log in.
*Please know you are responsible for assisting your client with any username or password issues.