intro to bni connect visitor features dec 2013
TRANSCRIPT
12/6/2013
BNI Connect ®Local Business – Global Network ®
Prospective Visitor Module
12/6/2013
BNI Connect ®Local Business – Global Network ®
Visitor Self Registration via Website
Registration is Available via the Chapter Website
Registration is Available via the Chapter Details Page
Clicking on the Visit Button or Link Will Open the Registration Page
After Registering, the Prospective Visitor Will Receive a Confirmation Email
The Chapter Leadership Team, Visitor Hosts And Director Consultant Will Also Receive a Notification
Managing Prospective Visitor
12/6/2013
BNI Connect ®Local Business – Global Network ®
Registering a Prospective Visitor for an Upcoming Meeting
Navigate to the Chapter Operations Menu
Registering a Prospective Visitor
Fill Out the Visitor Details
Confirmation Emails
After Registering, the Prospective Visitor Will Receive a Confirmation Email
The Chapter Leadership Team, Visitor Hosts And Director Consultant Will Also Receive a Notification
12/6/2013
BNI Connect ®Local Business – Global Network ®
Managing Prospective Visitors and Marking Attendance
Navigate to the Chapter Operations Menu
Enter Search Criteria and Click GO
Prospective Visitor Results
Edit The Prospective Visitor to Mark Attendance
12/6/2013
BNI Connect ®Local Business – Global Network ®
Chapter Reports - Visitor Not Attended Report
Navigate to the Chapter Reports
Choose Your Report Parameters
Review the Report Details
12/6/2013
BNI Connect ®Local Business – Global Network ®
Chapter Reports - Visitor Registration Report
Navigate to the Chapter Reports
Choose Your Report Parameters
Review the Report Details
12/6/2013
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