ChapterBuilder - Setting up a Council Dashboard

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• ChapterBuilder - Setting up a Council Dashboard

  Does your council or community want to systemize your growth process? Do you want a centralized way to generate leads, communicate with them, share them with chapters, and assess your efforts using analytic data? Let us introduce you to the ...

• ChapterBuilder - Campus Dashboard - Setting Up Form Fees

  If you want to collect a fee when someone completes one of your forms, you will need to follow the steps outlined in this article. Setting up your Fee Distribution Information In order for the Council Dashboard to distribute fees collected, you will ...

• ChapterBuilder - Council Dashboard - Phone Setup & Messaging (VIDEO)

  This video tutorial will walk you through setting up your Council Dashboard phone and how to send your first messages.

• ChapterBuilder - Council Dashboard - How to enable automatic lead sharing

  The Council Dashboard allows communities to share leads with groups/chapters that are linked to their dashboard. The default setting is for leads to be shared when they are created (that includes imported, created, or through a form submission). ...

• ChapterBuilder - How to customize your Council Dashboard Forms

  Council Dashboard forms allow you to generate leads for the community that can be shared automatically or manually with linked groups. If you want to customize your Council Dashboard form to meet your needs, follow these steps: Navigate to the ...