This presentation is for the Peninsula Professionals Network to demonstrate basic use of BNI Connect and the BNI smart phone app.

1. BNI Connect & Smart Phone App
Emily C Ingram
Susan Shoemaker
10/08/2015

2. Access BNI connect at
https://www.bniconnectglobal.com/web/open/login

3. Enter your user name & password.

4. This is your BNI Connect home screen.

5. Scroll all the way to the bottom and choose
“Profile.”

6. This is what your profile looks like to everyone
else (including the public).

7. Choose “Update Profile / My BNI Page”

8. Enter the relevant information on the “Main
Profile” tab.

9. Tell the world about your business. Use key
words so search engines can find your profile!
Key words tips: Think about the
search terms a person would use
to find you. Don’t forget common
misspellings.

10. Choose the “User Profile” tab to upload a
photo and company logo.

11. Use the “Contact Details” tab to let people
know how to contact you.

12. Use the “Bio” tab to tell us even more about
you!

13. • Look familiar?
• Paper = BAD
• Online =
AWESOME!!

14. Click the house to go back to your home page.

15. Choose “Submit Referral Slips.”

16. Enter the relevant information and click
submit.

17. Submit Thank You for Closed Business Slips.

18. Enter the relevant information and click
Submit.

19. Submit One-to-One Slips.

20. Enter the relevant information and click
“Submit.”

21. Submit CEU Slips.

22. Enter the credits earned that week and click
“Submit.”

23. Print your weekly slips to share your
successes with the group!

24. Drop your referral slips into the hat. Report
your one-to-ones and CEUs to the group.

25. • Access your App
Store
• Search for “BNI
Connect”
• Download the
App

26. • Open the App
• I would NOT let
BNI Connect
access all my
contacts!

27. • Sign-in using the
same user name and
password you use to
connect to BNI
Connect.
• You should only
have to do this once.

28. App “home” screen

29. Choose “Referral
Slips” and enter
information the
same way you would
using the web site.

30. • Choose the
person to whom
you are referring.
• Or select “Search
Cross Chapter” to
send a referral to
someone in
another BNI
Chapter.

31. • Type the name
of the referral
• Choose Tier 1
(inside) or Tier 2
(outside)

32. Enter the referral’s
contact information:
phone number,
address (if
applicable), and
email address.

33. • Choose the
“degree” of the
referral
• Click Submit

34. The person to whom you are referring will
receive an email from Micki.

35. Enter your “Thank
You for Closed
Business”
transactions

36. • Submit “One-to-
One” Slips
• Allow the app to
access your
location and it will
enter your current
location for you
(may or may not
be accurate).

37. • Select a
member from
your chapter
or search for
another BNI
member
• Choose a
location, topic,
and date then
choose submit.

38. Choose
“Connections” from
the home screen to
see a list of everyone
in our BNI chapter.

39. • Choose an individual
to access their
contact information
• The “Add to
Contacts” button
didn’t work for us
• Tap an email
address, web site, or
phone number and
let your smart phone
do the work!

40. Your phone will
automatically call or
email the individual
(or visit their web
site)

41. • Don’t use the “Timer
App” from the home
screen.
• It takes you to the app
store to pay $1.99 for a
timer.
• You already have a
stopwatch/timer on
your phone for free.
• Plus, we have Micah.

42. Questions?
Access this presentation online:
http://www.slideshare.net/EmilyCIngram1