Knowledge Base Categories

Intro to Time Segmentation

Getting Started

Discovery Editor

Views

Inputs

Reports

Pro Editor

Views

Inputs

Reports

Integrations

Managing Linked Accounts

Tracking & Re-Planning

Health+

Account Management

Recorded Webinars

Office Hours

Trailblazers

Roundtable Library

Account Management
Discovery Editor
Getting Started
Health+
Integrations
Intro to Time Segmentation
Managing Linked Accounts
Pro Editor
Recorded Webinars
Tracking & Replanning
Discovery Editor

Discovery Editor

Become familiar with all of the tools available in the Discovery plan editor.
Reports

Reports

Overview of all client-facing reports.
Inputs

Inputs

Controls for modifying discovery plan scenarios.
Views

Views

Charts and tables for visualizing discovery plan scenarios.

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