Calling all managers using Lifecycle Insights: Tracking Assessment Activity just got easier!
As a manager, you need to see what is happening across all clients, not one client at a time.
Lifecycle Insights now has an aggregated Assessment view so you can view Assessment events across all clients in one place. Access it from the Assessments page.
This below page can be filtered by team member and time period to ensure each member of your team is completing their client assessments promptly.
