Getting the best out of BNI Connect by updating profiles, establishing connections, entering 1-to-1 meetings, passing referrals and testimonials, and viewing reports. Key aspects include completing profiles with details, photos, and company information; connecting with other members; recording meeting details, referrals given and received, and thank-you cards; writing testimonials for connections; and accessing personal activity and reports.

1. Getting the best out of
BNI Connect
Presentation by Sanjay Chaudhary

2. 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

3. PROFILE SHOULD BE
COMPLETE IN ALL RESPECT

4. Update Profile/My BNI Page

5. Personal Details, Profile Picture and Company logo

6. Contact Details and Address

7. My BIO, Commercial, GAINS, Tops Profile

8. ESTABLISHING CONNECTS

9. Network>Connections

10. Network>Connections>Add Connections

11. Network>Connections>Add Connections>Search

12. ENTERING 1 TO 1s

13. Select Enter 1 TO 1s

14. Enter meeting details and save

15. PASSING REFERRALS

16. Select Enter Referrals

17. Enter Referral Details, Temperature and Save

18. ENTERING TY SLIPS

19. Select Enter TYFCB

20. Enter TYFCB details and save

21. PASSING TESTIMONIALS

22. My Network > Connections

23. Select Member

24. Select ‘Write a Testimonial’

25. Enter Testimonial text and submit

26. PERSONAL MEETING ACTIVITY
REPORT

27. Select Personal Meeting Activity and Dates

28. Personal Meeting Activity – Slip view

29. Personal Meeting Activity – Table view

30. EDITING/DELETING ENTRIES

31. Select any of the Options and Enter Date

32. Select Edit/Delete Slips (only drafts)

33. Edit/Delete through these Icons
Edit
Delete

34. VIEWING REPORTS

35. Select Reports

36. View Reports and Upcoming Events

37. Thank you for your time
and attention.