If this is your first time logging into Chapterbuilder, you may not be sure where to start. This video is a great place to start!

This dropdown will offer a few shortcuts to some features that you are going to want to take advantage to get started. 

1. Add existing leads - if you already have a list of prospects or leads, you should upload them to your new ChapterBuilder site. To do that click on the "Import Leads" button. If you want to add a single lead, simply click the "New Lead" option in the dropdown. 

2. Add and onboard your team - you need to add the rest of your team. By involving everyone, you increase your ability to succeed by broadening your lead pool and being able to delegate the work. To add team members either click the following:

"Invite Member" - this will take you to the member tab and allow you to add a single member. 

"Import Members" - this will allow you to import multiple users at once.

3. Create a form - this feature automates lead generation for you. You can use your form links and put them in your social media, website, or use at scheduled activities to capture lead information. To learn about forms check out this article. 

Also consider completing our FREE Self-Guided Training and Onboarding Program. This classroom will lead you through everything you need to know to use ChapterBuilder!

Click Here to Enroll!