Now you have a single page with all your interactions across all clients, so you can see all your activities at a glance and get ready for your next step.
We’ve added a new “Interactions” submenu under the Network tab in GrowthWheel Online. This gives advisors a one place to keep track of all upcoming and past client sessions. No more switching between clients or digging through individual profiles—everything you need is right there!
With this recent update you can:
View a complete list of interactions across all your clients. Past and Future.
Sort and filter the list to focus on what you need—choose to display only upcoming sessions to prepare for your next meetings, or past sessions to follow up easily.
See key details at a glance from the table view, including client company, sharing status, duration, and who created the session.
For SBA reporting centers, check the type of interaction and identify any errors quickly.
We hope this release helps you streamline your day to day workflow and plan even more productively your meetings with your clients.
One page. All interactions.
In this short video, Elizabeth will show you how to use this in GrowthWheel Online: