Phired Up
/
ChapterBuilder - Training & Onboarding
Get access for free
Free
ChapterBuilder - Training & Onboarding
Get Started
Contents
Training Overview
This section will provide you with an overview of this training session, specifically what to expect.
Training Overview
3 mins
146 MB
Preview
Module #1 - Welcome to ChapterBuilder
Module Overview & Learning Objectives
Preview
ChapterBuilder - A Growth Solution!
Preview
What is a CRM?
Preview
Picking the Right Plan!
Module #1 - Welcome to ChapterBuilder: Quiz
Summary
Preview
Module #2 - Setting Up Your Site
Module Overview & Learning Objectives
Preview
Account Set Up Guide
798 KB
Preview
Login Screen
775 KB
Preview
Creating an Account
Preview
User Roles
Preview
Upgrading Your Plan
Members Tab and Granting Access
3 mins
29.9 MB
Preview
Module #2 - Setting Up Your Site: Quiz
Summary
Preview
Module #3 - Leads, Leads, Leads!
Module Overview & Learning Objectives
Preview
Importing Leads
Preview
Creating a New Lead
62.6 KB
Preview
Generating Leads
6 mins
47.8 MB
Preview
Managing Your Leads
3 mins
49 MB
Preview
Filtering, Sorting, and Searching Leads
3 mins
49.6 MB
Preview
Actions from the Lead List
3 mins
58 MB
Preview
Module #3 - Leads, Leads, Leads! : Quiz
Summary
Preview
Module #4 - Building and Tracking Relationships
Module Overview & Learning Objectives
Preview
Establishing a Process
Preview
Statuses!
Preview
Milestones
13.9 KB
Preview
Endorsements & Culture Fit
Preview
Centralized Communication
Preview
Emailing Leads
3 mins
41.4 MB
Preview
Texting & Calling Leads
6 mins
48.7 MB
Preview
Event Feature
Preview
Information is POWER!
Preview
Lead Profile Overview
6 mins
58.1 MB
Preview
Module #4 - Building and Tracking Relationships : Quiz
Summary
Preview
Module #5 - Teamwork!
Module Overview & Learning Objectives
Preview
Main Contact
4 mins
49.1 MB
Preview
Tasks
3 mins
26.7 MB
Preview
Leaderboard Overview
3 mins
45.1 MB
Preview
Module #5 - Teamwork! : Quiz
Summary
Preview
Module #6 - Assessing your Efforts
Module Overview & Learning Objectives
Preview
Reports & Analytics
Preview
Report Breakdown
Preview
Module #6 - Assessing your Efforts : Quiz
Summary
Preview
Module #7 - The App!
Module Overview & Learning Objectives
Preview
Feature Set
Preview
Downloading the App
14.1 KB
Summary
Final Test & Resources
This final section contains the final, cumulative exam for all the material we covered during this ChapterBuilder Training!
Resources
Preview
Final Test: Quiz
Completion Survey - REPORT TO YOUR HEADQUARTERS
Preview
ChapterBuilder Council Dashboard
Chapter List Overview
Lead Sharing Overview
Form Setup for the Council Dashboard
Phone Setup & Messaging
Payment Setup