No card required
Enter the name of the portal.
From the drop-down list , select whom the portal is created by.
Select the default request status for the portal.( Here customer can raise the request through CSS portal)
Select the request priority from the drop-down list as high,low, medium or normal based on your customer.
Select the list view layout which the user should have access to view from the drop-down list.
Set the password policy as default or high.
Select the radio button view type depending on your customers.( It can be thread view or list view paging alignment).
Set the notification interval for the portal.
Enter the welcome note. When the customer login to CSS portal , welcome note will get displayed.
It is the link of the portal where the user can use the link for login.
Select the radio button for login purpose it may through contact email password or custom field(s).
After creating Access setting for the portal then you have to map the module.
Home page Customization:
Themes: After the home page customization, you can set the theme for CRM.