How to track your client’s progress

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by Ryan Hallett
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From your 'My Hub' page (please see below)

New Hub.png

 

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

New Contacts.png

 

Click a client profile and select 'Results Tracker' from the list below the client profile picture.

New Contact profile.png

New Client profile results tracker.png

You will be able to select a specific report to view how your client has progressed from previous records.

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