How to track your 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'.

 

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

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

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