A lot of businesses have a consultant portal to let customers consult with experts on specific topics or to get help with a specific problem. In this article, we'll show you how to login to your consultant portal and start using it.
How to login to the Consultant Portal
The Consultant Portal is a secure online system that enables consultants to manage their client information, track their billable hours, and view their account history. To login to the Consultant Portal, follow these steps:
1. Go to http://www.consultantportal.com
2. Enter your user name and password in the login form on the main page of the Consultant Portal. If you have forgotten your user name or password, please contact customer service at 888-286-9357 (toll free) or 703-792-6000 (office).
3. Click on the My Profile link on the left side of the main page of the portal. This will take you to a page where you can view all of your account information, including your billing history and list of current clients.
4. To add a new client, click on the Add New Client link on the My Profile page and fill out the required fields on the new client form.
5. To delete a client from your profile, click on the Remove link next to that client's name on the My Profile page.
How to find your Consultant Directory
Finding your Consultant Directory is easy. Log in to your portal and click on "Consultants" in the top navigation bar. You will see a list of all of your consultants, as well as their contact information and logos. If you are not sure who your consultant is, you can search for them using the "Find a Consultant" feature.
How to add a company to your Consultant Directory
Adding a company to your Consultant Directory is simple and can be done in just a few minutes. In this blog post, we will show you how to add a company to your Consultant Directory.
To add a company to your Consultant Directory:
1. Log into your Consultant Portal account.
2. Click on the "Consultants" tab on the left-hand side of the screen.
3. Select the "Add New Company" button located at the top of the page.
4. Enter the details of the company that you wish to add to your directory and click on the "Submit" button.
5. Congratulations, your company has now been added to your Consultant Directory!
How to edit or remove a company from your Consultant Directory
If you want to remove a company from your Consultant Directory, login to your Account Manager and follow these steps:
1. Click on the "Consultants" tab at the top of the page.
2. Under "Companies", click on the company you want to remove from your directory.
3. On the "Edit Company Profile" page, click on the "Remove Company" button.
4. Enter the reason for removing the company from your directory in the "Reason for Removal" field and click on the "Submit" button.
5. You'll now be taken to a confirmation page where you can confirm that you want to delete this company from your directory. Click on the "Yes, Remove This Company" button if you're sure, or on the "No, Keep This Company" button if you'd like to keep this company listed in your directory for another time.
How to manage your subscriptions and notifications
Managing your subscriptions and notifications is essential to keeping yourself up-to-date on the latest industry news and insights. Here are some tips on how to do just that:
1. Log into your consultant portal account.
2. Under the "My Account" tab, select "Subscriptions."
3. On the "Subscription Management" page, you'll see a list of all your subscribed content providers (e.g., blogs, e-newsletters, case studies, white papers). Select the content you want to receive notifications for and click on the "Notify Me" button next to each provider's name.
4. You can also manage your notifications by clicking on the "Notification Settings" button next to each provider's name on the "Subscription Management" page. You can adjust how often you want to be notified (daily, weekly, or monthly) and whether you want email or text notifications sent to you.