View a client’s progress

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by Bruce Milne
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From your 'My Hub' page (please see below)

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On the left hand side of your account, you will see the side menu in which you can select 'Contacts'.

And click a client account

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You will then be able to select 'Results Tracker' from the list below the client profile picture

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Where you will be able to see any progress your client has made by selecting the different report types from the drop-down menu as well as set time periods.

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