City Lifestyle University

How to Schedule, Conduct, and Follow up on a Client Onboarding Meeting

Client Onboarding Checklist

How To Create A New Contact In An Account

How to Invite Client to Portal - Overview of the Portal Invite Email

How To View Customer Portal from Clients View

City Lifestyle Ad Specifications

How to Upload a Print Ready Ad (Client’s POV)

Print Ready Ad Production Process - Client POV

Ad Revision Scenarios and Corrective Actions - Client POV

How to Submit a Creative Ad Design Request in the Customer Portal - Client’s POV

How to Submit a Realty Report Ad Design - Client POV

Creative Ad Design Production Process -Client POV

How to Repurpose a Past Ad (Client’s POV)

Digital Listing Packages

Premium Profiles

How to Set Up a Digital Listing Profile in the Customer Portal - Client POV

How to Create a Digital Article in the Customer Portal - Client POV

How to Create a Promo in the Customer Portal (Client POV)

How To Navigate the Agreement Tab and update Autopay Method in the Customer Portal - Clients POV

How to Navigate the Invoice Tab in Customer Portal - Client POV

How to Create a Note in an Account

Schedule Follow Up

Content Policies

Content Policy Do's & Don'ts

Content Policy Assignment