Support articles for advisors
Guidelines to use the GrowthWheel Online software features.
Introduction The following steps explain how you will be able to search and find tools on GrowthWheel Online using various search methods. These tools can ...
Thu, Nov 15, 2018 at 1:16 PM
Introduction The following steps explain how you can upload your own tools to GrowthWheel Online. Find the best combination of your own tools and those of ...
Thu, Nov 15, 2018 at 1:16 PM
INTRODUCTION The following steps explain how to share a tool from your tool basket with a client. Before sharing the tool, you can add a personalized e...
Tue, Jun 22, 2021 at 8:40 AM
Introduction The following steps explain how you can find and upload shared files with your clients on the client page. Navigating to this page will give y...
Thu, Nov 15, 2018 at 1:16 PM
Introduction The following steps explain how to add decisions and actions to 360° Screenings and shared files. These added decisions and actions can be dow...
Thu, Nov 15, 2018 at 1:17 PM
INTRODUCTION The following steps explain how to manage, share and comment on decisions and actions in your client's 30-60-90 Days Plan. HOW TO DO...
Thu, Nov 4, 2021 at 6:29 AM
Introduction The following steps explain how to download completed or uncompleted tasks within 30-60-90 Days Plans as PDF files. You can filter the info...
Thu, Nov 15, 2018 at 1:18 PM
INTRODUCTION The following steps explain how to view analytics per individual client or find the aggregated data for all of your clients. These analytic...
Tue, Jun 22, 2021 at 9:38 AM
Introduction The following steps explain how to add company information to one of your client profiles. Adding contact information to your client is the f...
Thu, Nov 15, 2018 at 1:18 PM
Introduction The following steps explain how to expand the business profile by adding information about the business, its products and/or services, and the...
Thu, Nov 15, 2018 at 1:19 PM