The Council Dashboard allows you to share leads and lead information with linked groups or chapters. This article will cover some basic information and frequently asked questions about Lead Sharing.

What is Lead Sharing 

Lead sharing refers to how a council controls or manages the way they share leads generated by the council with linked groups. 

What are linked groups or chapters?

They are groups/chapters that are connected to your dashboard. They can receive leads and are included in your data. To learn more click here. 

What are the default settings for lead sharing?

When a lead is created from a form submission, imported through the bulk importer, or created individually the default settings are that, the new lead will automatically be shared with all linked groups.

Can a council control when leads are shared with linked groups?

Yes. You simply need to enable manual lead sharing. Click here to learn how and what that means. 

Can a council control which chapters receive lead information?

No. All linked chapters will receive the leads and information shared whether done manually or automatically. However, you can always remove a chapter if you do not want them to receive leads or lead information. Click here to learn how. 

Can a council control which lead information is shared with linked chapters?

Yep! A council can select which fields of information are shared with linked groups/chapters. You can do so by following the steps outlined in this article. 

Summary

The Council Dashboard allows you to share leads and lead information with linked groups or chapters. This article will cover some basic information and frequently asked questions about Lead Sharing.