Inviting Customers to the Portal

First, the customer must be created in HomeBuilder software. For more information on that, read Lot Customers and Contacts.

Once the customer and contacts for the Lot are created in HomeBuilder and assigned to the Lot, this information is transferred to the Portal.

Now, home builder users log into the HomeBuilder Central (Portal) and click Buyers to display the buyers list. Afterward, they select all Buyers that should receive the invitation and hit Send Invitation (2 red rectangles):

Note that if the buyer has already been registered, it is marked by the checkmark (green rectangle on the screenshot above).