Ownwell

Curious about who's engaging with the report and which clients to reach out to? Ownwell provides you with monthly client engagement metrics - making follow up easy! Here's how to track client engagement in Ownwell:

Here's how Partners can track client engagement in Ownwell.

How Can I Track Client Engagement?

support@ownwell.ca | 9:30am-2:30pm PST Mon - Fri

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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