How do I preview what my customer sees in the Portal?

Last updated: November 12, 2026

You can preview the Customer Portal to see what information and features are visible to a specific customer.

To preview the portal:

  1. Go to CRM → Accounts and open the customer's account.

  2. Click the three-dot menu (⋮) in the top-right corner.

  3. Select Preview Portal as Account.

A preview will open, showing the portal from that account's perspective.