📝Creating Assessments: A Quick Guide!📝
1️⃣ Start your journey by clicking "Coaching."
2️⃣ Click "Assessments."
3️⃣ Hit "Create."
4️⃣ Title it, choose your lead, and if you're feeling fancy, assign it to a teammate.
🎯 How to Assign an Assessment: Easy-Peasy! 🎯
1️⃣ Navigate to "CRM."
2️⃣ Choose your battlefield: "Leads" or "Clients." Search for who you are looking for.
3️⃣ Dive into the profile and click "Assessment."
4️⃣ Click "Add Assessment."
5️⃣ Fill in the assessment name and hit "Submit."
OR
1️⃣Time to play detective! Go to the search bar and find your client's name.
2️⃣Repeat the joy – Steps 3 to 5!
And just like that, you've mastered the art of assessment assignment. 🚀💻