You can now easily track one or multiple programs that clients are enrolled in, plus track individual session time for each program on GrowthWheel CRM.
We’ve added a new 'Services' menu to GrowthWheel Online, where you’ll find the submenu for 'Programs' – and if you report to the SBA. You will also see the 'Training' menu for your 888 tracking is moved to this new menu
If you head to the new Programs submenu, center managers can now create a list of programs with names and start dates. Later you will be able to add more details to programs.
Once managers have created a list of programs, advisors will be able to select a program for each interaction to do time-tracking per program. You will also be able to filter the client list by program.
Additionally, we’ve extended the note limit for all clients to 3,000 characters.
We hope this update helps you easily track multiple programs for clients and their sessions, as well as add more detailed notes to their profiles.
In this short video, you will see how to use this new feature