As we get used to meeting online and our business cards remain unused in our wallets, purses and card folders, this week’s education is a simple look at how to virtually share your chapter members’ contact details.
Being able to quickly get your chapter members’ details in front of potential referrals is going to be really important in the next few months because the supply of work for a lot of categories will be substantially less and the quickest to react or follow up referrals may get the work.
From the search function in the BNI Connect Mobile App you have two options:
1.Chapter Roster – A directory of every member of your chapter where you can look up their contact details, click to call or email them directly, view their website, pass them online slips (referrals, 1-2-1’s and TYFCB slips) and share their contact file.
2.Worldwide Search – A search function where you can search through all BNI members worldwide and request to connect with them. If they have adjusted their app settings, you will also be able to make contact via telephone and email (we’ll share with you soon how you can adjust your settings).
Once we use the search what can we see about each of the members in our chapter? Let’s go through each of the options available to you once you find the member you are looking for:
1. You can click on the phone icon and phone the member directly.
2. You can click on the email icon to email the member directly.
3. You can view all of the member’s details here in one place, you can take a screen shot of their details.
4. If the member has their website listed in BNI Connect you will be able to click here to go and view their website directly.
5. Submit online slips for this member here directly (e.g. referrals, 1-2-1’s and TYFCB slips).
6. Share the member’s contact card here to yourself* or to one of your clients or contacts.
*Try sharing the contact file to yourself and then add it to your contacts; this is a very quick way to load each of the members in your chapter through to your contact list.
Can all BNI members worldwide see my details? It is important to change your settings in the full system to allow your phone number and email address to be shared with worldwide contacts, otherwise it will only be seen by your own chapter members.
