Support videos for advisors
Watch the video below to learn how you will be able to add a client to the online platform and to an online Screening with notes for your client. You can do...
Tue, May 5, 2020 at 9:56 AM
Watch the video below to learn how you will be able to search and find tools on GrowthWheel Online using various search methods. Also, you'll learn how ...
Mon, Mar 4, 2019 at 9:41 AM
Watch the video below to learn how you will be able to add decisions and actions to both 360° Screenings, shared files, and directly to the 30-60-90 Days Pl...
Mon, Mar 4, 2019 at 9:43 AM
Watch the video below to learn how you will be able to add all the information you need about a client company to the Client Profile. This includes: contact...
Mon, Mar 4, 2019 at 9:45 AM
Watch the video below to learn how you will be able to create and manage past and future Interactions with clients, and how to add decisions and actions to ...
Mon, Mar 4, 2019 at 9:55 AM
Watch the video below to learn how you will be able to set ambitions and track outcomes with your client. Ambitions and Outcomes are classified according to...
Tue, Mar 5, 2019 at 4:47 AM