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    • Be Added to a Client Account / Navigate Between Accounts

      Important Implementer Information If you do not have a free partner account yet, please sign up for one here. Being...

      March 19th, 2020 431 views 0 likes

    • Generating a Quarterly Printout

      Generate a Quarterly Printout Before printing a quarterly printout, you will need to change organization into the correct account. Click...

      January 25th, 2021 32 views 0 likes

    • Requesting a New Account For Your Client

      To request a new account for your client: Visit this website to schedule a demo. or Send an introduction of...

      March 19th, 2020 157 views 0 likes

    • Setting up a Virtual Meeting Session for a Client

      Important Notes Information Data entered into a special session note box (Team Health, 3-Year Picture, Establish Quarterly Rocks, etc) will...

      June 19th, 2020 483 views 0 likes

    • SWOT Analysis

      Note pages are a great place to store a team's SWOT Analysis. You can create/access this note page during your...

      July 7th, 2020 253 views 0 likes

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