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An Enhanced Portal for Increased Success

 

You’re invited to join Julia Cummings, Jason Pyne, and Travis Wills as we unveil the latest innovations designed to empower you with the customer portal 2.0. Designed with your needs in mind, the updated portal offers enhanced features, improved navigation, and powerful tools to better serve both you and your clients. During this webinar, we’ll walk through key upgrades, demonstrate how to get the most out of the new platform, and highlight the added value

 

🗓️ 5/29/25

 ⏰ 1:00 PM CST

 

We’ll also provide clear next steps as the legacy portal is officially being retired in August 2025. This is your chance to ask questions, see the new portal in action, and prepare for a smooth transition. Don’t miss this opportunity to get ahead and make the most of what’s new. 

 

📎 Register through the link to secure your spot. 

We're really looking forward to this webinar! Julia did a fantastic job introducing Portal 2.0 at the last Ignite Conference — it was incredibly informative and well-presented.

With our transition to the custom portal planned for next month, this webinar couldn’t come at a better time. We’re excited to learn more and get better prepared.

Huge thanks to Julia — her expertise and clarity make a big difference. She's an outstanding product owner, and we truly appreciate all the work she puts in!

My team really enjoyed the webinar—it was super informative and gave us a great visual of Portal 2.0 in action!  A few folks did mention they thought it would be one and half hours, so the one-hour format felt a bit fast-paced for absorbing all the info and keeping up with the questions. That just shows how engaged everyone was! Looking forward to more sessions like this—maybe with a little more time to soak it all in!

 

Thank you all, Julia, Travis, Jason and host Amanda!

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