How do I preview a Business Portal?

Once the deployment completes successfully and the Business Portal status is Published, the person requesting the Business Portal, usually a KAM or business analyst, can preview it ensure it looks exactly like they want it to display for Business Portal users.

To preview a published Business Portal:

1. Log into Vault CRM.

2. Navigate to the appropriate record.

3. Select the Business Portals icon.

4. Select the name of an available Business Portal to display it in a new browser tab.

5. Close the browser tab when you are finished previewing.