Partner training recording:

Be a Partner Portal power user!

 

Navigating the Partner Portal is just the beginning. Leveraging its many features is essential for those looking to maximize their FreeWill partnership.

 

In our quarterly Portal "deep dive" on Oct. 22, we spotlighted top tips for getting the most value from Portal's data and insights.

 

Watch the recording for a review of:

  1. A newly released feature you may have missed
  2. Three exciting updates expected to launch soon
  3. Helpful Portal resources, like William and the Marketing Library
  4. An exhaustive Portal tour with quick hits on reviewing, analyzing, and downloading your FreeWill data

Note: This training is held quarterly for the benefit of newly-signed partners and those who want to keep their Portal skills sharp. Join us every quarter!

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