Be a Partner Portal power user!
Date & time: Thursday, October 30 at 1:00pm ET
Length: 60 minutes
Who should attend: All FreeWill partners, esp. those with full access to the Portal
Will a recording be available? Yes
Gaining access to and navigating the Partner Portal is just the beginning.
Keeping your Portal skills sharp and leveraging its many features is key to maximizing your FreeWill partnership.
Join us for our quarterly Portal "deep dive," where we'll highlight new features you may have missed and our top tips for getting the most value from the Portal's data and insights.
We'll cover:
- Quick hits on reviewing, analyzing, and downloading your FreeWill data
- Underutilized sections of the Portal you should explore
- Gift-related data you can, and should!, be entering into your Portal yourself
- Newly released features you may have missed, but which deliver great value
Please join us, and bring your questions!
Note: This training is being held quarterly for the benefit of newly-signed partners and those who want to keep their Portal skills sharp. Join as often as you'd like.
