New submenu “Resource Partners” under my network

In the near future, you will see a new submenu under My Network that's called "Resource Partners" this tab will be found in between Mentors and Clients.

With this new feature you’ll be able to:

• Add new Resource Partners related to your business.

• Classify different types of possible partners.

• Refer resource partners.

• Add the services they offer.

• Associate advisors and assign to Clients.

• Add tags for easier search and filter.

• Download as PDF files all the added information.
  

Below, you can check out a video and the firsts mock-ups of how it will look like.

---

In this quick video, Elizabeth Binning will show you how it works.

---

1. Resource Partners page

You’ll see a new submenu called "Resource Partners", where you can add new Resource Partners and have the list of previously added ones.

From here you can access to their website and refer any resource partner. You can also contact, archive or download the partner profile PDF.

---

2. Resource Partner Profile Pop-up

You can now add detailed information about your Partners to his profile under this page, such as contact information, associated advisors, clients assigned and private notes.

---

3. Download your Resource Partners Contact List

You can download the list by clicking the download button on the page.

---

4. Download also each Partner Profile

You get to download also the profile of each resource partner all together in one page.

Ideas or suggestions? Please share your comment below, and take part in the development of the upcoming menu.

0 Likes

New menu in GO: Create and schedule events for training courses in “Services”

With our new menu “Services”, advisors will be able to create and schedule events for courses, workshops, or other types of training in their center. 

This feature will give you many new possibilities. When creating a new event, detailed information can be added to each training ranging from topic, language, partners, instructor, duration, and much more.

Starting with the List page, advisors create templates of programs. This is followed by customizing and scheduling the events on the calendar page. Once the event is over, it will become visible on the History page, where advisors can add the participants. Finally, statistics are available for all created programs.

All the information added within “Services” can be downloaded as PDF files.

Using this page, business advisors and their clients can stay informed about every event that is happening within your organization. 

---

#1 View trainings in your list
The list tab gives you an overview of all created events and their details.

---

#2 Monitor past events within history
Stay updated on who joined what events in the past, what topics have been addressed, and much more. 

---

#3 View event analytics
Get a visual overview on the number of trainings, participants, type of events, and top 10 instructors within the analytics page.

#4 Download as PDF
All the information added to Services can be downloaded as PDF files

Please share your comment below, and take part in the development of the upcoming page.

For managers: Save your organization time and upload the tools at once

We have a new feature in the pipeline for managers. As a manager, you will soon be able to upload tools to the entire organization or some of your employees on GrowthWheel Online. The feature will help managers customize a program to the advisors they can use with clients and more.

• Make it easier to manage the agenda for the entire organization, when you take the decisions they get more time to focus helping client companies.

• Increase the productivity of the team by uploading the tools at once.

• Provide your organization with homework, if you would encourage that your employees get greater insight into specific tools. You could e.g. send them an article to read every week.

Please share your comment below, and take part in the development of the upcoming page.

We want to provide you with the best product possible, but it takes a good idea, so please send us your suggestions via the GrowthWheel Suggestion Form and become a GrowthWheel Co-creator.