{"id":82862,"date":"2024-11-30T09:40:01","date_gmt":"2024-11-30T09:40:01","guid":{"rendered":"https:\/\/sales-ai-agents.com\/?post_type=docs&#038;p=82862"},"modified":"2024-12-26T12:52:53","modified_gmt":"2024-12-26T12:52:53","password":"","slug":"processes-in-the-portal-quick-guide","status":"publish","type":"docs","link":"https:\/\/sales-ai-agents.com\/fr\/guides\/client-portal\/processes-in-the-portal-quick-guide\/","title":{"rendered":"Processes in the Portal &#8211; Quick Guide"},"content":{"rendered":"\n<figure class=\"wp-block-video\"><video controls src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/12\/pm-5663-2-Process-view-1.mp4\"><\/video><\/figure>\n\n\n\n<p>This module allows you to create a step-by-step process for your portal clients. The process steps can include forms, documents, file upload modules, training information, and more. There are many use cases for processes: from gathering information from clients to step-by-step knowledge transfer (similar to an LMS).<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Creating a Process<\/strong><\/h2>\n\n\n\n<p>1) Go to <strong>Content and Links<\/strong> and click on <strong>Add Item<\/strong>. <\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"507\" src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/11\/image-27-1024x507.png\" alt=\"\" class=\"wp-image-82866\" srcset=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/11\/image-27-1024x507.png 1024w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/11\/image-27-300x148.png 300w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/11\/image-27-768x380.png 768w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/11\/image-27-1536x760.png 1536w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/11\/image-27-2048x1013.png 2048w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/11\/image-27-1200x594.png 1200w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/11\/image-27-1980x980.png 1980w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/11\/image-27-600x297.png 600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>2) Select <strong>Process<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"460\" src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/11\/image-28-1024x460.png\" alt=\"\" class=\"wp-image-82869\" srcset=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/11\/image-28-1024x460.png 1024w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/11\/image-28-300x135.png 300w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/11\/image-28-768x345.png 768w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/11\/image-28-1536x690.png 1536w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/11\/image-28-2048x920.png 2048w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/11\/image-28-1200x539.png 1200w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/11\/image-28-1980x889.png 1980w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/11\/image-28-600x270.png 600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>3) Choose <strong>From Scratch<\/strong> if you want to create an empty process, or select one of the available templates. <\/p>\n\n\n\n<p>4) Enter the name of the process. <\/p>\n\n\n\n<p>5) Save your changes.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"444\" src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/11\/image-29-1024x444.png\" alt=\"\" class=\"wp-image-82872\" srcset=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/11\/image-29-1024x444.png 1024w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/11\/image-29-300x130.png 300w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/11\/image-29-768x333.png 768w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/11\/image-29-1536x667.png 1536w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/11\/image-29-2048x889.png 2048w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/11\/image-29-1200x521.png 1200w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/11\/image-29-1980x859.png 1980w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/11\/image-29-600x260.png 600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Adding Steps to a Process<\/strong><\/h2>\n\n\n\n<p>Let&#8217;s try adding steps to a process. Suppose our process consists of three steps: a form, a file uploader, and text information.<\/p>\n\n\n\n<p>Click on <strong>Add New Step<\/strong> to create a step. <\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"545\" src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/11\/image-30-1024x545.png\" alt=\"\" class=\"wp-image-82876\" srcset=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/11\/image-30-1024x545.png 1024w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/11\/image-30-300x160.png 300w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/11\/image-30-768x409.png 768w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/11\/image-30-1536x818.png 1536w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/11\/image-30-2048x1091.png 2048w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/11\/image-30-1200x639.png 1200w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/11\/image-30-1980x1054.png 1980w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/11\/image-30-600x320.png 600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Each step is a standard portal page where you can add the blocks you need. Customize each step with the relevant content:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Add a <strong>form<\/strong> block for data collection.<\/li>\n\n\n\n<li>Include a <strong>file uploader<\/strong> block for clients to upload files.<\/li>\n\n\n\n<li>Use a <strong>text block<\/strong> for providing information or instructions.<\/li>\n<\/ul>\n\n\n\n<p>Repeat these steps to build out the process structure as needed.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe title=\"Adding steps to FuseBase Process\" width=\"580\" height=\"326\" src=\"https:\/\/www.youtube.com\/embed\/-NOgbmmrxS4?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Customizing the Appearance of a Process<\/strong><\/h2>\n\n\n\n<p>You can customize the appearance of the process to match your preferences and style.<\/p>\n\n\n\n<p><strong>Customizing the Progress Bar<\/strong><\/p>\n\n\n\n<p>In this section, you can edit the appearance of the progress steps, as well as the title and description of the progress.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe title=\"Customizing the Progress Bar\" width=\"580\" height=\"326\" src=\"https:\/\/www.youtube.com\/embed\/D-q9t7LCq8c?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<p><strong>Customizing the Steps Section<\/strong><\/p>\n\n\n\n<p>In this section, you can:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Set the Section Title:<\/strong> Specify a title for the steps section to provide context or instructions.<\/li>\n\n\n\n<li><strong>Text Color for Step Titles:<\/strong> Customize the text color of step titles to match your portal&#8217;s theme.<\/li>\n<\/ul>\n\n\n\n<p>These adjustments help make the steps section visually appealing and aligned with your brand&#8217;s style.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe title=\"Customizing the Steps Section\" width=\"580\" height=\"326\" src=\"https:\/\/www.youtube.com\/embed\/zwVr8t7liG8?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<p><strong>Customizing Process Buttons<\/strong><\/p>\n\n\n\n<p>In this section, you can:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Rename Buttons:<\/strong> Change the button labels, such as &#8220;Start Process&#8221; or &#8220;Finish Process,&#8221; to suit your process flow.<\/li>\n\n\n\n<li><strong>Button Colors:<\/strong> Adjust the background color of the buttons to match your brand&#8217;s style.<\/li>\n\n\n\n<li><strong>Text Colors:<\/strong> Customize the text color on the buttons for better contrast and readability.<\/li>\n<\/ul>\n\n\n\n<p>These options allow you to create a user-friendly and visually cohesive experience for your clients.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe title=\"Customizing Process Buttons\" width=\"580\" height=\"326\" src=\"https:\/\/www.youtube.com\/embed\/1ARAvpMfTtI?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Client Process Completion<\/strong><\/h2>\n\n\n\n<p>Send the client a link to the portal or directly to the process for them to begin. We recommend creating separate processes for each client to ensure a personalized and organized experience.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"543\" src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/11\/image-31-1024x543.png\" alt=\"\" class=\"wp-image-82885\" srcset=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/11\/image-31-1024x543.png 1024w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/11\/image-31-300x159.png 300w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/11\/image-31-768x407.png 768w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/11\/image-31-1536x814.png 1536w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/11\/image-31-2048x1086.png 2048w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/11\/image-31-1200x636.png 1200w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/11\/image-31-1980x1050.png 1980w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/11\/image-31-600x318.png 600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"510\" src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/11\/image-32-1024x510.png\" alt=\"\" class=\"wp-image-82889\" srcset=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/11\/image-32-1024x510.png 1024w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/11\/image-32-300x149.png 300w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/11\/image-32-768x382.png 768w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/11\/image-32-1536x765.png 1536w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/11\/image-32-2048x1020.png 2048w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/11\/image-32-1200x597.png 1200w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/11\/image-32-1980x986.png 1980w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/11\/image-32-600x299.png 600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>To begin the process, the client needs to click on <strong>Start Process<\/strong> (button names may vary depending on your settings).<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"526\" src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/11\/image-33-1024x526.png\" alt=\"\" class=\"wp-image-82893\" srcset=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/11\/image-33-1024x526.png 1024w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/11\/image-33-300x154.png 300w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/11\/image-33-768x394.png 768w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/11\/image-33-1536x789.png 1536w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/11\/image-33-2048x1051.png 2048w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/11\/image-33-1200x616.png 1200w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/11\/image-33-1980x1016.png 1980w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/11\/image-33-600x308.png 600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>The client can navigate through the steps without completing them by using the <strong>left-right arrows<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"397\" src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/11\/image-34-1024x397.png\" alt=\"\" class=\"wp-image-82896\" srcset=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/11\/image-34-1024x397.png 1024w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/11\/image-34-300x116.png 300w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/11\/image-34-768x298.png 768w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/11\/image-34-1536x596.png 1536w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/11\/image-34-2048x795.png 2048w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/11\/image-34-1200x466.png 1200w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/11\/image-34-1980x768.png 1980w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/11\/image-34-600x233.png 600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>To complete a step, the client needs to click <strong>Complete<\/strong>. <\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"423\" src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/11\/image-35-1024x423.png\" alt=\"\" class=\"wp-image-82899\" srcset=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/11\/image-35-1024x423.png 1024w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/11\/image-35-300x124.png 300w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/11\/image-35-768x317.png 768w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/11\/image-35-1536x634.png 1536w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/11\/image-35-2048x846.png 2048w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/11\/image-35-1200x496.png 1200w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/11\/image-35-1980x818.png 1980w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/11\/image-35-600x248.png 600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>They can also revisit and edit a completed step if needed.Once all steps are completed, the client can finalize the entire process.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"431\" src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/11\/image-36-1024x431.png\" alt=\"\" class=\"wp-image-82902\" srcset=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/11\/image-36-1024x431.png 1024w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/11\/image-36-300x126.png 300w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/11\/image-36-768x323.png 768w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/11\/image-36-1536x646.png 1536w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/11\/image-36-2048x862.png 2048w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/11\/image-36-1200x505.png 1200w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/11\/image-36-1980x833.png 1980w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/11\/image-36-600x252.png 600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>This module allows you to create a step-by-step process for your portal clients. The process steps can include forms, documents, file upload modules, training information, and more. There are many use cases for processes: from gathering information from clients to step-by-step knowledge transfer (similar to an LMS). Creating a Process 1) Go to Content and [&hellip;]<\/p>\n","protected":false},"author":18,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"doc_category":[12],"doc_tag":[],"class_list":["post-82862","docs","type-docs","status-publish","hentry","doc_category-client-portal"],"acf":[],"year_month":"2026-04","word_count":480,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"Kuzma Safonov","author_nicename":"kuzmasaf","author_url":"https:\/\/sales-ai-agents.com\/fr\/blog\/author\/kuzmasaf\/"},"doc_category_info":[{"term_name":"Portals","term_url":"https:\/\/sales-ai-agents.com\/guides\/client-portal\/"}],"doc_tag_info":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.3.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Processes in the Portal - Quick Guide - Sales AI Agents<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/sales-ai-agents.com\/fr\/guides\/client-portal\/processes-in-the-portal-quick-guide\/\" \/>\n<meta property=\"og:locale\" content=\"fr_FR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Processes in the Portal - Quick Guide - Sales AI Agents\" \/>\n<meta property=\"og:description\" content=\"This module allows you to create a step-by-step process for your portal clients. The process steps can include forms, documents, file upload modules, training information, and more. There are many use cases for processes: from gathering information from clients to step-by-step knowledge transfer (similar to an LMS). 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