When you click on a team member's name, a pop-up will appear with a new layout of your client profiles.
The pop up will show the data your client team members added to their profile and some additional data. In this way, there is always easy access to the data about your clients.
With the new client profile page you will be able to add the following:
- adding notes
- download pdf team member profile
- add job responsibilities
- professional skills
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.