How do I refer a client?
To refer a client, send an introduction of your client to this email: email@example.com. In the email, let us know 2 things: 1) your primary contact number, 2) their phone number and email. We will take it from there! For more information, hit this link.
How do I get my Traction Tools partner account?
Sign up for an appointment slot with us here and we’ll get you set up with your free partner account!
Where do I go to learn about what’s new at Traction Tools?
We’d love to show you. Grab some time on our calendar to get up to date on our software!
How do I add a spectator account access to client organizations?
It’s simple. Learn more here.
How do I generate a Quarterly Printout?
To generate a printout for your Quarterly Meeting in a PDF, simply follow these steps:
- Select L10 from the menu bar
- Click on the Manage button to the right of your meeting
- Select Quarterly Printout from the menu on the left-hand side
- Check the items you would like to include in your Quarterly Printout
- Click OK
- You should now see your Quarterly Printout! You can choose to save as PDF or print.
For more detailed instructions, go here!
How do I run a Virtual Quarterly Session with my clients on Traction Tools?
We have an article for that! Click here to get your questions answered.