Client view lets you understand the experience before you invite your client into it. It is worth looking at every journey this way once before you send the invitation.
What it is
A preview of the client-facing journey.
Where to find it
Open a journey, then select Client view.
Example of a ell side Journey
Example of a buy side journey
What you can do
Preview the client experience end to end.
View any comments your client has left.
See properties your client has added, and their feedback.
What your client sees
The shared journey, your approved branding, selected progress, and the features available for that journey type. Buy-side journeys show Home, HomeSpace, and Your agent. Sell-side journeys show Home and Your agent.
Accuracy and compliance
Before sending an email or text invitation, use accurate contact information, follow applicable consent and communication requirements, honor opt-out requests, and comply with brokerage policy and federal and state law.