Now Ambitions can be converted to Outcomes with a click, making it faster than ever before to keep track of the client’s journey and celebrate achievements.
As a business advisor, you want to track your client’s outcomes to see economic impact and take the opportunity to celebrate their progress.
That’s why you want to keep a list of outcomes whenever an ambition has been achieved.
With this recent update, you can now easily convert Ambitions into Outcomes:
Click the three-dot button located to the right of the achieved ambition(s)
Select the ‘Convert to Outcome’ option
Proceed to provide any additional information in the Outcomes dialog
With this new feature, you can now track the client’s journey much faster, and at the same time help clients make a more convincing GrowthPlan to lenders showing the progress that has been made.
In this short video, Elizabeth Binning will show you how to use this new update: