Our recommended first training for new clients using the i360 Portal, discussing available features and how they can help clients meet their goals. (5 mins)

Course Outline

Select 'Get Started' above to begin this lesson.

  • 1

    i360 Portal Introduction

    • Training Overview

    • Before we get started...

    • What is i360 Portal?
  • 2

    Logging In

    • Accessing Portal

    • Receiving Credentials

    • Forgetting Your Password
  • 3

    i360 Portal Home Page

    • Home Page Overview

    • Snapshots
  • 4

    Navigating Portal

    • Search Bar

    • Favorites (☆)

    • Shortcuts (+)

    • Help Resources (?)

    • Tasks (✓)

    • Notifications

    • User Profile

    • General Navigation Video
  • 5

    Sidebar Menu

    • Accessing the Sidebar Menu

    • Contacts

    • Search

    • Field

    • Analytics

    • Digital

    • Admin

    • Sidebar Video
  • 6

    Action Bar

    • Action Bar
  • 7

    Next Steps

    • Other Resources

    • Available Trainings

    • Before you go...

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