INTRODUCTION
With our Geomap menu, you can see the exact location of all your clients on GrowthWheel Online, and easily access basic information about them.
If you are a manager or an administrator, you can also access a map of all your clients in your organization for all your advisors, so you can find all clients of your entire network.
HOW TO DO IT
1. Go to Geomap
Go to “My clients” and click on “Geomap”
2. See all your clients
You will see a world map with all your clients, you can zoom in on a particular area/country that you are interested in.
3. Identify clients with missing information
Click on a client to see their basic information. Clients that do not have an address yet will appear beneath the map, so you can quickly get an overview of which clients need their information updated.
4. Download the map
You can also download the map that you have just created by zooming in. Just click the “download” icon at the top right corner.
We hope you will enjoy getting a visual overview of your client’s locations!