To start updating your Profile, Click on your name in the Top-Right Menu and it will reveal a sub-menu. In the sub-menu click on MY ACCOUNT. Basic Info Please use your Actual Photo and FULL NAME on your profile. If you change your email addr ...
Send a Referral You can send referrals by going to Referrals from left navigation menu and clicking on the Add New button. Date: Date of the referral. Can be date in the past but not future. Type: You can send a referral to someon ...
Fina a Lead/Referral This 2 minute video will show you a shortcut to find a Lead or Referral from the MY DASHBOARD. Add Revenue You can Add Revenue for Referrals you receive. You may also add "Additional Revnue" for repeat business from a r ...
When members have 1-to-1 meetings with each other or with guests, it can be tracked with Leads Club Chapter Portal. Report 1-to-1 You can add 1-to-1 meetings by going to 1-to-1 screen from the left navigation menu and clicking on the Add New b ...
The ability for your group to be able to upload documents to a central repository for your Chapter Members to access at any time is very useful. There are 2 main areas of the Chapter Portal for you to upload files. The Group area should be used ...
Group members can add guests to Leads Club Chapter Portal so that they can follow up with guests for 1-to-1s, referrals, convert them to a member, or do any other follow-up activities. Add a Guest There are two ways to add a guest: through the Guests sc ...
The Leads Club Corporate office is primarily responsible for creating new groups. Once your group is created, you can add/invite members, create meetings, manage members and guests and so forth. Group Dashboard Once the group is created, you will ...
Tracking meetings and meeting attendance with Leads Club Chapter Portal is very easy. This page walks you through how to create and manage meetings. Members can view the meeting details and only Group Organizer or Group Manager can create/edit meetings. ...
Add a Member After creating a group, you can add members to your group. To add members, go to the Members page and click on Add New. You can then add as many rows as you want and add multiple members at a time. If the member being added already has an a ...
In addition to simple reporting available from each group's dashboard screen, Leads Club Chapter Portal allows users to generate more advanced reports. The reports help group organizers and association staff members to quickly see how their group is doi ...