ChapterBuilder - Training & Onboarding
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Training Overview

Training Overview
Module #1 - Welcome to ChapterBuilder

Module Overview & Learning Objectives
ChapterBuilder - A Growth Solution!
What is a CRM?
Picking the Right Plan!
Module #1 - Welcome to ChapterBuilder: Quiz
Summary
Module #2 - Setting Up Your Site

Module Overview & Learning Objectives
Account Set Up Guide
Login Screen
Creating an Account
User Roles
Upgrading Your Plan
Members Tab and Granting Access
Module #2 - Setting Up Your Site: Quiz
Summary
Module #3 - Leads, Leads, Leads!

Module Overview & Learning Objectives
Importing Leads
Creating a New Lead
Generating Leads
Managing Your Leads
Filtering, Sorting, and Searching Leads
Actions from the Lead List
Module #3 - Leads, Leads, Leads! : Quiz
Summary
Module #4 - Building and Tracking Relationships

Module Overview & Learning Objectives
Establishing a Process
Statuses!
Milestones
Endorsements & Culture Fit
Centralized Communication
Emailing Leads
Texting & Calling Leads
Event Feature
Information is POWER!
Lead Profile Overview
Module #4 - Building and Tracking Relationships : Quiz
Summary
Module #5 - Teamwork!

Module Overview & Learning Objectives
Main Contact
Tasks
Leaderboard Overview
Module #5 - Teamwork! : Quiz
Summary
Module #6 - Assessing your Efforts

Module Overview & Learning Objectives
Reports & Analytics
Report Breakdown
Module #6 - Assessing your Efforts : Quiz
Summary
Module #7 - The App!

Module Overview & Learning Objectives
Feature Set
Downloading the App
Summary
Final Test & Resources

Resources
Final Test: Quiz
Completion Survey - REPORT TO YOUR HEADQUARTERS
ChapterBuilder Council Dashboard

Chapter List Overview
Lead Sharing Overview
Form Setup for the Council Dashboard
Phone Setup & Messaging
Payment Setup

Module #7 - The App!

4 Lessons