ChapterBuilder - What are linked groups?

• Related Articles

• ChapterBuilder - How to know which groups/chapters are linked to your Council Dashboard

  A group/chapter that is linked to your dashboard can receive leads, are includes in your reports, and appear on your Chapter List. To confirm your existing linked chapters/groups, follow these steps: Click on the “Chapter List” icon on the left side ...

• ChapterBuilder - Council Forms - What data gets shared with linked groups/chapters?

  For communities using the Council Dashboard, the Forms feature allows you to generate leads that can be shared with linked chapters/groups. You may be wondering, what data is shared with them? The answer is it's up to you! Sharing with Linked Groups ...

• ChapterBuilder - Council Dashboard - Managing which lead information is shared with linked groups/chapters

  How to enable specific information to be share 1. Navigate to your "Settings" tab by using the left-side navigation bar. 2. There you will need to find the "Fields" tab and select it. There you will see all your fields. 3. For each field you will see ...

• ChapterBuilder - Council Dashboard - How to manually push leads to linked groups/chapters.

  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 - Council Dashboard - How to manually push leads to linked groups/chapters.

  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). ...