ChapterBuilder - Council Dashboard - Chapter List Overview

ChapterBuilder - Council Dashboard - Chapter List Overview

As a dashboard user, you will see a tab on the left-side navigation bar entitled “Chapter List.” The Chapter List is where you can manage and view the groups/chapters that are linked to your dashboard.

What does being a linked group mean? 

A linked group/chapter means that it is associated with your dashboard and as a result the following things can occur:

  • They appear on your Chapter List

  • They can received dashboard generated leads

  • Dashboard users can view data about linked groups and they are included in community data.

Note, Council Admin will not be able to access individual chapter accounts but view information from the dashboard.

Chapter List Data - what is being displayed? 

As you scroll through your Chapter List, you will notice that there are eight different columns of data. Below you will find what each column displays. 

  • Designation - this is the unique group/chapter's name

  • Organization - this is the group/chapter's bigger organization

  • Campus - this should be your community 

  • Latest Activity - this should be the last time there was activity in that group/chapter's account

  • Leads - this is the number of leads in that group/chapter/s account 

  • New Members - this is the number of leads at the top status which is normally "A+" indicating they have committed to membership. 

  • Members - this is the number of group/chapter members that have access to their account 

  • Labels - this is your dashboard labels you can use to organization and categorize your linked groups. Click here to learn more

Here are some additional resources to help you leverage your Chapter List. 

  • Searching & Sorting the Chapter Lists 

  • Applying a linked group/chapter to your dashboard 

  • Removing a linked group/chapter from your dashboard

Summary

As a dashboard user, you will see a tab on the left-side navigation bar entitled “Chapter List.” The Chapter List is where you can manage and view the groups/chapters that are linked to your dashboard. This article covers the components that make up the Chapter List.