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ChapterBuilder - Training & Onboarding
Contents
Training Overview
This section will provide you with an overview of this training session, specifically what to expect.
Training Overview
Preview- 3 mins
- 146 MB
Module #3 - Leads, Leads, Leads!
Module Overview & Learning Objectives
PreviewImporting Leads
PreviewCreating a New Lead
Preview- 62.6 KB
Generating Leads
Preview- 6 mins
- 47.8 MB
Managing Your Leads
Preview- 3 mins
- 49 MB
Filtering, Sorting, and Searching Leads
Preview- 3 mins
- 49.6 MB
Actions from the Lead List
Preview- 3 mins
- 58 MB
Module #3 - Leads, Leads, Leads! : Quiz
Summary
PreviewModule #4 - Building and Tracking Relationships
Module Overview & Learning Objectives
PreviewEstablishing a Process
PreviewStatuses!
PreviewMilestones
Preview- 13.9 KB
Endorsements & Culture Fit
PreviewCentralized Communication
PreviewEmailing Leads
Preview- 3 mins
- 41.4 MB
Texting & Calling Leads
Preview- 6 mins
- 48.7 MB
Event Feature
PreviewInformation is POWER!
PreviewLead Profile Overview
Preview- 6 mins
- 58.1 MB
Module #4 - Building and Tracking Relationships : Quiz
Summary
PreviewChapterBuilder Council Dashboard
Chapter List Overview
Lead Sharing Overview
Form Setup for the Council Dashboard
Phone Setup & Messaging
Payment Setup