Getting the best out of BNI Connect

Presentation by Sanjay Chaudhary

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

PROFILE SHOULD BE COMPLETE IN ALL RESPECT

Update Profile/My BNI Page

Personal Details, Profile Picture and Company logo

Contact Details and Address

My BIO, Commercial, GAINS, Tops Profile

ESTABLISHING CONNECTS

Network>Connections

Network>Connections>Add Connections

Network>Connections>Add Connections>Search

ENTERING 1 TO 1s

Select Enter 1 TO 1s

Enter meeting details and save

PASSING REFERRALS

Select Enter Referrals

Enter Referral Details, Temperature and Save

ENTERING TY SLIPS

Select Enter TYFCB

Enter TYFCB details and save

PASSING TESTIMONIALS

My Network > Connections

Select Member

Select ‘Write a Testimonial’

Enter Testimonial text and submit

PERSONAL MEETING ACTIVITY REPORT

Select Personal Meeting Activity and Dates

Personal Meeting Activity – Slip view

Personal Meeting Activity – Table view

EDITING/DELETING ENTRIES

Select any of the Options and Enter Date

Select Edit/Delete Slips (only drafts)

Edit/Delete through these Icons

Edit Delete

VIEWING REPORTS

Select Reports

View Reports and Upcoming Events

Thank you for your time and attention.