Be a Partner Portal power user!
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. 💪
In our quarterly Portal "deep dive" on October 30, we highlighted newly-released features you may have missed as well as top tips for getting value from the Portal's data and insights. This included:
- 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 share your feedback in our post-training survey.
Want to help shape a FreeWill solution for complex non-cash gifts? Please submit this 5-question survey!
This training is held quarterly for the benefit of newly-signed partners and Partner Portal power users everywhere. I hope we'll see you again next time!
