Now you can easily share clients with any other advisor from other organizations in your network!
From the team member's page of a Client Company, you can quickly search by email, name or center and find any GrowthWheel Certified advisor from other centers who are part of your network.
You can revoke access to the advisors you have shared the clients with at any time!
This is an easy and simple way to share your clients with other colleagues that may not be part of your organization, but are working with this client too.
Contact us if you are working closely with other centers and are not already set up as a network.
