1-to-1

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 button.

The required fields are the two persons who had the meeting - rest of the fields are optional.

• Date: Date of 1-to-1
• User: User reporting 1-to-1
• With user: User whom the reporting user had 1-to-1 with
• Description: Any additional information about the 1-to-1 meeting

 

Group managers can report 1-to-1s on behalf of their members if members did not report.

Edit 1-to-1

Member who reported 1-to-1 as well as Group Managers can edit an existing 1-to-1 meeting by clicking on the Edit button on the 1-to-1 meeting you want to edit from the 1-to-1s screen.

Delete 1-to-1

Member who reported 1-to-1 as well as Group Managers can delete an existing 1-to-1.

 

Keep in mind that both members who had 1-to-1 must report 1-to-1 to receive credit for each member. Additionally, when looking at the overall 1-to-1 numbers for your group, you may want to half the numbers to get more realistic figure of how many 1-to-1s were conducted.