The document describes the features and functionality of a contact database and leadership directory. It explains how users can search for contacts by name, organization, or keyword. It also describes options for pre-set "one-click" searches, advanced searches across multiple fields, and networks that graphically show connections between contacts. The document provides instructions for accessing the directory on mobile devices and customizing the user interface.

2. 2

3. 3

4. Name/Organization/Keyword Search
On the homepage you’ll see a search box at the top with three “quick search” options. If you’re
looking for a specific name or organization - click on the corresponding button and starting keying in
the name.
You’ll see a drop-down box with possible matches - scroll to your contact and select - the profile will
pop up.
We also have a keyword search - enter in any term, hit “GO” and the database will run a search. You’ll
see the results in Build a List, where you can save, export, discard, or browse depending on your
purpose.
One-click Lists
Some searches are so popular that we
created “one-click” searching. Go to the
“One Click Lists” tab on your homepage
and you’ll go to a menu of pre-set searches
(all with updated data) spanning all of the
contacts in the database, lists according to
job functions, and more.
Advanced Searching
Each sector gives you the option of Quick
Search or Advanced Search. You can
comb through dozens of criteria to find one
person or a thousand. You can click off
location criteria, personal information,
education history, political affiliations, and
much, much more.
4

5. 5

6. 6

7. 7

8. 8

9. 9

10. Networks is “clickable” and interactive - scroll over people icons for
contact and biographical info, or scroll over the multi-colored nodes to
see exactly how and why people are connected to each other.
Click on any of the individual icons on the screen and you’ll shift to that
person’s galaxy of contacts and affiliations.
There’s seamless integration between Networks and the Library – you’ll
find a Networks icon in all people profiles in The Leadership Library –
click it and you’ll go through the looking glass!
10

11. 11

12. You can quickly look up contact info for individuals or entire organizations, conduct phone calls in one
click, and instantly send e-mails without being tied to your desktop.
All you need to do is log on to the Library, click on the “My Mobile Graphics Options” button in your
toolbox, and check “Non-Flash Animation.”
Setting up mobile access on your iPad
•
Sign in from your iPad and click on the My Toolbox button on the top right hand corner of your
Leadership Directories homepage
•
Select My Mobile Graphics
•
Choose the non-Flash® Animation option for the iPhone and iPad
•
And you’re done! Now you can add Leadership Directories databases to your favorites and install an
icon on your iPad’s homepage
12

13. Create a private, password-protected space to
store saved searches, saved formats, and
contacts.
You have the option to keep this information
private or share with other users on the same
account.
This is your nerve center for all kinds
of functionality in the database – it
contains the “memory” of your activity
in The Leadership Library®.
You can also check your previous
exports, see your tracking and
exporting statistics, manage privacy,
and more.
13

14. Communicate directly with our technical support staff at
techsupport@leadershipdirectories.com. Contact us to learn
about new features and how to maximize the searching, exporting,
and list-building capabilities of all of our online directories.
Plus we have a new live chat
feature running during normal
business hours – in a matter of
minutes you can find solutions
and get assistance .
We offer free on-site training for offices in the NYC and DC metro
areas, as well as webinars customized to the needs of your staff.
This would be a great opportunity to see some of the new features
and content sets we've built into the database over the last 6
months.
Jim Marcus
Senior Relationship Manager
212-433-1408 direct
347-852-4059 mobile
jmarcus@leadershipdirectories.com
14