INTRODUCTION
Sharing screenings with your client/advisor is a great way to get an overview of the latest important insights or changes within a company, and allows you to be on the same page everywhere you go at all times. Whether you created a new screening or updated an existing one, you can instantly notify your client by email that refers to the customer by name and adds a link to the corresponding screening.
HOW TO DO IT
1. Find screening
Go to your client, click on “GrowthPlan” and make a screening.
2. Edit & send message
Click on “notify client by email” to add a message to the client/advisor. You can edit the template text as you wish.
3. Share screening
Click 'Save & Share' and note that the Screening now appears on the list as 'Shared'.
