Linking a group to your dashboard, allow that group/chapter to receive leads you generate, be included in your analytics and adds them to your Chapter List. If you are missing a group from your Chapter List, you can follow the steps below to get them added.

Process for Linking a Group/Chapter to your Dashboard

1. Email the ChapterBuilder Support team at chapterbuildersupport@phiredup.com with the following information:

• Your Campus 

• Your Council

• The group you want linked 

• An admin for that group being linked as we may have to create it if it does not already exist
  
  

Note, that any past leads that were previously shared with linked groups/chapters will NOT be automatically added to this new group/chapter. You will need to export those existing leads, send them to the group, and encourage them to upload them to their ChapterBuilder account.

Below you will find a few resources to assist you and the newly linked group/chapter:

• How to export leads from the Council Dashboard

• How to import leads (for Chapters)

• Full ChapterBuilder Training (for Chapters or individual groups)

Summary

Linking a group to your dashboard, allow that group/chapter to receive leads you generate, be included in your analytics and adds them to your Chapter List. If you are missing a group from your Chapter List, you can email us at chapterbuildersupport@techniphi.com and we can assist. Review this article for the information we need to initiate linking.