ChapterBuilder - Chapter Account
ChapterBuilder - What is the calling queue?
The calling queue feature allows users to create a list of leads and call one right after another (often referred to as rolling calls). Note, this feature is only available in Pro. To access your calling queue, click on the "Calls" button on the left ...
ChapterBuilder - What is the calling queue?
The calling queue feature allows users to create a list of leads and call one right after another (often referred to as rolling calls). Note, this feature is only available in Pro. To access your calling queue, click on the "Calls" button on the left ...
ChapterBuilder - How to find Never Contacted leads
ChapterBuilder leads have a "Last Contacted" field that records the last time a lead had recorded communication. This allows us to identify leads that have never been contacted before. Recorded Contact - recorded contact consists of communication ...
ChapterBuilder - What is the "Last Contacted" field?
Tracking your communication to your leads is important. It's important to ensure each lead is getting the appropriate touch points and is regularly hearing from your organization. The "Last Contacted" fields tracks your recorded communication for ...
ChapterBuilder - How can I see when someone was contacted last?
ChapterBuilder offers users the ability to communicate with leads directly from the platform. Depending on the subscription, you could have access to emailing, calling, and texting. This communication is logged and tracked and is reflected in several ...
ChapterBuilder - How do I know how many texts or minutes our account has left?
ChapterBuilder offers users both a calling and texting feature. Each account comes with a limited number of calling minutes and texts each year. Here are the number of texts and calling minutes included with each version. Basic (free) & Lite - ...
ChapterBuilder - What is the ChapterBuilder calling feature?
The ChapterBuilder calling feature allows users to call Leads using their ChapterBuilder phone number directly through your computer. Note, this feature is only available with the Standard and Pro version of the platform and for admin users. Users ...
ChapterBuilder - How to send mass emails
NOTE: The communication features, including emails, is not available for Basic accounts. You can upgrade your account to Standard Version from Settings > Billing for access to communication features. NOTE: You must be an Admin to access the email ...
ChapterBuilder - How to email a Lead through ChapterBuilder
Note, you must be an Admin to access the email feature in ChapterBuilder. Additionally, it's only available on the paid versions of ChapterBuilder. To email a Lead through ChapterBuilder, follow these steps: Navigate to the Lead's profile (go to ...
ChapterBuilder - How to send mass texts
Note, you must have a ChapterBuilder phone number setup to be able to send messages. The only users that have access to the communication features are admin. To text multiple Leads from the Lead List, follow these steps. 1. Navigate to your Leads ...
ChapterBuilder - How to text a Lead
Note, you must have a ChapterBuilder phone number setup to be able to send messages. The only users that have access to the communication features are admin. To text a Lead from ChapterBuilder, follow these steps Navigate to the “Message” tab located ...
ChapterBuilder - How to setup your ChapterBuilder phone number
Note this is only available in the Standard and Pro version of ChapterBuilder (Not Basic (free) or Lite) Navigate to your account "Settings" located on the left-hand navigation bar Find and select the "Phone" tab Then search for a phone number (you ...
ChapterBuilder - Council Dashboard - Filtering your Lead List
A lead list can easily be overwhelming as we continue to add more and more leads to it. To assist you with managing your leads more easily, we created filtering option. Filtering allows users to filter their leads by specific criteria selected by the ...
ChapterBuilder - Council Dashboard - Filtering your Lead List
A lead list can easily be overwhelming as we continue to add more and more leads to it. To assist you with managing your leads more easily, we created filtering option. Filtering allows users to filter their leads by specific criteria selected by the ...
ChapterBuilder - Bulk Import Leads - Skipping Duplicate Leads
Want to avoid duplicate Lead profiles being created when you import leads? You can now use a new feature in the Bulk Importer to "Skip" the creation of anyone who is already on your list. How to Skip Duplicate when Importing. 1. Navigate to your Lead ...
ChapterBuilder - How to sort leads by no phone number?
You can sort your Lead List to easily find those lead without a phone number. You will want to do this through the table view. For a step-by-step tutorial, follow the steps below. 1. Navigate to your Lead List, by using the left side navigation bar. ...
ChapterBuilder - What is the search bar on the homepage?
The search bar that appears at the top of the home page (it also appears on all subpages besides lead profiles) allows you to search your leads taking you directly to their profile. You can search by any of the following parameters: First Name Last ...
ChapterBuilder - How to filter for a lead who doesn't have a tag or milestone
If you want to filter your ChapterBuilder Lead List to view leads that do not have a specific milestones or tags, follow the steps below. 1. Navigate to your Lead List using the left navigation bar. 2. Click the "filter" button on the right end of ...
ChapterBuilder - How to reset your Lead List Filtering
If you want to reset or Lead List filtering, follow the steps below. 1. Navigate to your Lead List using the left navigation bar. 2. Click on the "Filter" button at the end of the Lead Search bar 3. Click "Reset" at the bottom of the "Filter List" ...
ChapterBuilder - Lead List - Saving your Filtering
Do you regularly filter your Lead List the same way again and again? Did you know that you can save your filtering options so that each time you login it can already appear as you want? Saving your Lead List Filtering: 1. Navigate to your Lead List ...
ChapterBuilder - Lead Bulk Importer Errors - what do they mean?
Are you attempting to import a spreadsheet of leads to your ChapterBuilder account and getting a list of errors? This article will help you understand the errors you are receiving and how to remedy them. Error #1: "Last/First Name is Required" - This ...
ChapterBuilder - What is the Main Contact?
The Main Contact feature allows you to assign a member of your team to each of your Leads. A Lead's Main Contact is their point person for your organization. They should be the individual who is responsible for ensuring that lead gets moved through ...
ChapterBuilder - What is the Note tab?
Each lead has a dedicated profile. Within that profile there is a "Notes" tab. This tab will contain all the notes written about the specific lead. It will also display any comments made on the note. To view a Lead's note tab, follow these steps. 1. ...
ChapterBuilder - What is the Note tab?
Each lead has a dedicated profile. Within that profile there is a "Notes" tab. This tab will contain all the notes written about the specific lead. It will also display any comments made on the note. To view a Lead's note tab, follow these steps. 1. ...
ChapterBuilder - How to create a custom milestone
Each ChapterBuilder account comes with default milestones that include: Contact Attended Meeting or Activity Etc. If you are using the Lite, Standard or Pro versions of ChapterBuilder, you can create custom milestones. The limits are as followed Lite ...
ChapterBuilder - What are comments?
The commenting feature allows users to comment on the activity of others. When a user comments on another users note, it creates a thread for the conversation to continue. Comment Threads - you will see the option to comment on any note that appears ...
ChapterBuilder - How to create bulk notes and assign tags
The note feature allows users to record information or details about a specific lead so other members can view it. Tags are characteristics or categories that Leads fall into. A user can record the same note across multiple leads at once as well as ...
ChapterBuilder - How to bulk assign Main Contact
The Main Contact feature allows you to assign a member of your team to each of your Leads. A user can assign a Main Contact to more than one lead through the Assign Main Contact bulk action. To assign a Main Contact to multiple Leads at once, follow ...
ChapterBuilder - How to bulk update statuses
The leads status is where it is in your process and it is signified by a letter grade (A+, B, C, etc.). A user can update multiple leads statuses at once if they are all being switched to the same status (you may have 4 leads you want to move to ...
ChapterBuilder - How to filter your Leads
A lead list can easily be overwhelming as we continue to add more and more leads to it. To assist you with managing your leads more easily, we created filtering option. Filtering allows users to filter their leads by specific criteria selected by the ...
ChapterBuilder - Bulk Actions
ChapterBuilder offers user the chance to perform bulk actions, meaning that will apply to more than 1 Lead. This is done on the Lead List (located under the "Lead tab) and directly from the lead list. Here are the steps for accessing bulk actions: 1. ...
ChapterBuilder - How to create a custom tag
Each ChapterBuilder account comes with default tags that include: Legacy Upperclassmen Transfer Student Out-of-State If you are using the Lite, Standard or Pro versions of ChapterBuilder, you can create custom tags. The limits are as followed Lite ...
ChapterBuilder - How to delete all or many Leads
If you want to remove all the leads from your ChapterBuilder account, follow these steps: 1. Navigate to your Lead List (click on the "Lead List" icon on the left navigation bar). 2. Click the "Select All" checkbox in the upper right corner of the ...
ChapterBuilder - How to add information fields to a Lead profile
Information fields allow users to add stats or quick information to a Lead's profile. To add new information or a new field to a Lead's profile, follow these steps. Navigate to the Lead list (located on the left-side navigation bar, entitled "Lead ...
ChapterBuilder - How to update a Lead's Status
The Lead's status allows users to categorize Leads by indicating where they are in their process. You can adjust or update a Lead's status one of two ways. To update a Lead's status from the Lead List, follow these steps. Navigate to the Lead List ...
ChapterBuilder - What is a status?
The status (letter grade) feature allows organizations and communities to categorize Leads by indicating where they are in their process. As an organization builds a relationship with a Lead, the status indicates how close they are to ...
ChapterBuilder - What is a milestone?
The milestones feature allows organizations to outline their process by creating steps or categories. By using Milestones you can track interactions, processes, etc. Milestones can be added independently or through a note. For the Basic Version ...
ChapterBuilder - How to write a note for a Lead
The notes feature allows users to write notes that appear in a Leads profile. Notes are often used to record information learned as well as to summarize interactions or meetings. Navigate to the Lead list (located on the left-side navigation bar, ...
ChapterBuilder - How to tag a Lead
If you would like to add a tag to a Lead and their profile, follow these steps. Navigate to the Lead list (located on the left-side navigation bar, entitled "Lead List"). Find the Lead you want to tag and click on them (this will take you to their ...
ChapterBuilder - What is a tag?
The tags feature allows organizations to indicate attributes of a specific Lead or group them. Tags can be used to filter Leads and appear in exports. For the Basic Version (FREE) of ChapterBuilder, users do not have the ability to create custom tags ...
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