Be a Partner Portal power user!
Gaining access to and navigating the Partner Portal is just the beginning.
Keeping your Portal skills sharp is key to maximizing your FreeWill partnership.
In this quarterly Portal "deep dive", we covered:
- What's in the Portal's Success Center
- How to view, interpret, and download Dashboard Reports
- How to leverage the Campaign Performance Summary in Dashboards to optimize your outreach planning
- Newly- and soon-to-be released features you should know about
- Essential data you can, and should!, be entering into your Portal yourself
This training is held quarterly for the benefit of newly-signed partners and those who want to keep their Portal skills sharp. Each session is different from the last. Hope to see you in Q4!
