Spark on Mobile - Send Needs Assessment on Mobile
Byron Edwards
12 steps
56 minutes
1
Sign into Spark at [platform.sparkadvisors.com](http://platform.sparkadvisors.com) on your mobile web browser
2
Click the three horizontal lines at the top left of the screen for the menu.
3
Click Contacts.
4
Select the Contact you are interested in sending the Needs Assessment to.
5
Under Edit Contact, select Send needs assessment.
6
Click Continue.
7
Click create needs assessment link to create link for sending via text.
8
Click the box below to copy the Needs Assessment URL to your clipboard.
9
Press and hold the number under the contact.
10
Click Send Message once the options popup.
11
Draft your message and paste the link.
12
When you click the link within the text, you can see what it will look like on your contact's end.
Spark on Mobile - Send Needs Assessment on Mobile
Byron Edwards
12 steps
56 minutes
1
Sign into Spark at [platform.sparkadvisors.com](http://platform.sparkadvisors.com) on your mobile web browser
2
Click the three horizontal lines at the top left of the screen for the menu.
3
Click Contacts.
4
Select the Contact you are interested in sending the Needs Assessment to.
5
Under Edit Contact, select Send needs assessment.
6
Click Continue.
7
Click create needs assessment link to create link for sending via text.
8
Click the box below to copy the Needs Assessment URL to your clipboard.
9
Press and hold the number under the contact.
10
Click Send Message once the options popup.
11
Draft your message and paste the link.
12
When you click the link within the text, you can see what it will look like on your contact's end.
