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Finding Your Way Around the Portal

A quick map of where everything lives in your portal.

Written by Chris Ross

Your portal is organized into a few simple areas. Here's where to find everything.

The portal, showing the left sidebar navigation

The left sidebar

Everything you do lives in the menu down the left:

  • Home — your dashboard and a snapshot of what's coming up.

  • My Requests — request new webinars and seminars and track the ones you've asked for. The Calendar view lives here too.

  • My Leads — every registrant from your events, ready to export.

  • Proofs — review and approve your ad copy and finished campaigns.

  • Messages — text two-way with your leads.

  • Analytics — how your events and campaigns are performing.

  • Files — documents shared between you and your team.

  • Help — reach us or book a call.

Your account menu

Click your name in the bottom-left corner to open your account menu — your Company details, My Profile, Billing, and Sign out.

Need help fast?

The Chat with us button sits in the top-right of every page — it's the quickest way to reach your account team.

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