Bulk Customer Portal Invites for New Customers with Won Opportunities

I may still be thinking of how the old legacy portal worked. The invitation link could expire after a certain number of days.

Even after the opportunity is marked as Won, the client may not sign up right away. Therefore, the office team may still need to resend the invitation.
 

On Contact list, maybe using contact tag to filter to the target clients, then bulk action. 

Will the new Customer Portal 2.0 invitation expire?

Hi! Thanks for the suggestion. I actually started with those filters, but I found they also show clients who don't have any opportunities yet, as well as clients whose work tickets are completed from the first quarter or  last year. My goal is to send Customer Portal invites only to customers with newly won opportunities, so I was trying to narrow it down further.

I'm also not sure whether the Customer Portal 2.0 invitation link expires. I sent myself a test invite last Thursday, and the link is still accessible, so it doesn't appear to expire after a few days, at least based on my testing.

This would be a great enhancement idea! 

That’s one pain point that we are facing. Cross model information reference.  A lot of times, we have to pull data outside to narrow down. “Contact Tag” may be a workaround. But not an ideal solution.