Leadership Team Guide to BNI Connect



Table of Contents TOC \o "1-3" \h \z \u Leadership Team Guide to BNI Connect PAGEREF _Toc282194452 \h 2President’s Guide to BNI-C PAGEREF _Toc282194453 \h 2Reports: PAGEREF _Toc282194454 \h 2Meeting Notes PAGEREF _Toc282194455 \h 2Regional Leadership Report PAGEREF _Toc282194456 \h 2Vice President’s Guide to BNI-C PAGEREF _Toc282194457 \h 3PALMS Report: PAGEREF _Toc282194458 \h 3Secretary Treasurer Guide to BNI-C PAGEREF _Toc282194459 \h 5How to pull your Membership Dues Report (MDR) PAGEREF _Toc282194460 \h 5How to enter a Visitor or Prospect PAGEREF _Toc282194461 \h 6How to submit an Application for Approval & View a list of Visitor’s PAGEREF _Toc282194462 \h 7Leadership Team Guide to BNI ConnectPresident’s Guide to BNI-CReports:From your “Landing” page, you can view your chapter reports by clicking on the tab labeled “Reports” Here you can access the following by clicking on the appropriate link.*When in any report, you can use your Esc key to exit the screen”Meeting Notes This is a list of Current BNI Members in your chapter that you can print for use at your meeting to take notes during the meeting.Regional Leadership ReportThis will display Regional Staff as well as list every chapter, every Director and Ambassador.Vice President’s Guide to BNI-CPALMS Report:Move your cursor to “Operations” and Select “Chapter”In the next screen select “Meeting Management” then select “Enter PALMS”From this screen you can also access your previously entered PALMS reports, Run a Summary of PALMS & View/Edit SpeakersOnce you’ve selected “Enter PALMS” you will enter the date in the following screen then select the “Enter PALMS” key.Next you will enter all the PALMS Data:RRI= Inside Referral ReceivedRRO= Outside Referral ReceivedVisitors= # of 1st time Visitors121= One to OneTYFCB= Thank you for closed BusinessCEU= P= PresentA= AbsentL= LateM= Medical LeaveS= SubstituteRGI=Inside Referral GivenRGO= Outside Referral GivenIf not meeting due to a Holiday or poor weather conditions etc., select “Mark as Holiday” If you find that you need to stop entry for any reason but don’t want to lose your information then click “save as Draft”If you would like to start over due to errors; then click “Discard PALMS”.Secretary Treasurer Guide to BNI-CHow to pull your Membership Dues Report (MDR)From your Landing page select “Reports” and “Chapter”In the following screen you will select “Membership Dues Report” and select the date for the MDR.In the following screen you can choose to Export or Print in the top right corner of the screen.To Exit the report, either select the “X” in the top right corner or select your “Esc” keyHow to enter a Visitor or ProspectMove your cursor to “Operations” and select “Chapter”In the following screen select “Manage Visitors” then select “Enter Visitors”Enter the appropriate information and select “Submit”How to submit an Application for Approval & View a list of Visitor’s Move your cursor to “Operation” and select “Chapter”In the following screen select “Enter New Application”From this screen you can also access View Pending ApplicationsTo view a list of all Visitors entered, select “Search Visitors” without entering any specifics. If searching for a particular person, then enter their name in the appropriate spaces.A new screen will not appear, simply scroll down to view the list Select the icon to convert the prospect into a member.Enter the appropriate information and select “Submit” ................
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