View Video Tutorial Below:
View Steps Below:
Go to profitadvisor.ai
Select Client Name
Choose the desired lead or client that you would like to access in your CRM.
2. This opens the lead/client profile
Once you get to the desired client or lead profile, you're going to go to the upper right next to assessment and press that gear icon.
3. Click the calculator icon
Now, you should click this little calculator icon.
4. Choose the assessment
If your lead or client has multiple assessments, you're going to go to this little green arrow and click it and choose which assessment you would like.
5. The implementation calendar is already made
The good thing is your implementation schedule is already made for you, but if you want to change the weeks, you can absolutely do that. Here's how...
6. Change to a higher or lower number of weeks.
These numbers on the side. Next to the steps are the weeks, so you can click on those and change the weeks to your desired number.
