Avoiding duplicate clients in your CRM system has never been easier.
Clients often fill out multiple forms when requesting counseling or signing up for training sessions, leading to duplicate entries in the system.
With this recent update to the intake forms in GrowthWheel Online, the system will recognize if users are already registered, eliminating the need for them to re-enter their information.
Clients will still be able to see their point of contact, ensuring they can easily reach out if needed.
Business Advisors will receive an email notification every time a new or existing client submits an intake form, whether it's for a counseling request or training registration.
Existing counseling clients who register using the training intake form will remain in their current client list, ensuring that counseling and training-only clients are kept separate and organized.
If a training-only client registers for counseling, they will be automatically transferred from the training menu to the pre-client tab, allowing an advisor to contact them regarding their counseling request. Advisors can reach out to clients directly after they've submitted their intake forms.
We hope this feature update will make it easier for clients to register for counseling or training without creating duplicates or having to fill out multiple intake forms.
In this short video, you will see how to use this new feature