From time to time, clients move from one advisor to another, and you want to keep track of this on GrowthWheel Online.
Now, you can change the Primary Advisor for each client with a click.
You can do it from the client's profile, on the Team page under the Business Profile menu.
In the Advisor Team section, search for the advisor you want to add to this client. Now, simply click the three-dot menu and choose ‘Make Primary Advisor’.
This will automatically assign this advisor as the new primary advisor for your client.
We have also added the option to revoke access if you no longer want this advisor to see this client on their advisor list.
If you choose this option, you are revoking the advisor's permissions for these clients, so they will not be able to view or add any information.
If you are part of a network, changing the primary advisor for your clients can transfer the client from center to center, depending on which center the advisor is associated with.
We hope you find this update helpful when changing the primary advisor for your clients.
In this short video, you will see how to use this new feature