bni connect presentation
TRANSCRIPT
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Getting the best out of BNI Connect
Presentation by Sanjay Chaudhary
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Between the slides • Updating Profile • Establishing Connects • Entering 1to1s • Passing Referrals • Entering TY Slips • Passing Testimonials • Personal Meeting Activity Report • Editing/Deleting Entries • Viewing Reports
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PROFILE SHOULD BE COMPLETE IN ALL RESPECT
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Update Profile/My BNI Page
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Personal Details, Profile Picture and Company logo
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Contact Details and Address
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My BIO, Commercial, GAINS, Tops Profile
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ESTABLISHING CONNECTS
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Network>Connections
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Network>Connections>Add Connections
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Network>Connections>Add Connections>Search
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ENTERING 1 TO 1s
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Select Enter 1 TO 1s
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Enter meeting details and save
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PASSING REFERRALS
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Select Enter Referrals
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Enter Referral Details, Temperature and Save
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ENTERING TY SLIPS
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Select Enter TYFCB
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Enter TYFCB details and save
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PASSING TESTIMONIALS
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My Network > Connections
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Select Member
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Select ‘Write a Testimonial’
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Enter Testimonial text and submit
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PERSONAL MEETING ACTIVITY REPORT
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Select Personal Meeting Activity and Dates
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Personal Meeting Activity – Slip view
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Personal Meeting Activity – Table view
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EDITING/DELETING ENTRIES
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Select any of the Options and Enter Date
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Select Edit/Delete Slips (only drafts)
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Edit/Delete through these Icons
Edit Delete
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VIEWING REPORTS
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Select Reports
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View Reports and Upcoming Events
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Thank you for your time and attention.