1. LOG INTO BNI CONNECT AND CHOOSE SUBMIT TYFCB SLIPS
2. COMPLETE THE TYFCB SLIP ENTRY
- The chapter and date will automatically reflect your chapter and the date the slip was entered. This slip will be automatically applied to the NEXT meeting's chapter PALMS report.
- Choose your fellow chapter member from the drop down list whom you would like to thank for the closed business.
- Or you may search for a member to thank by clicking on "Search Cross Chapter".
- Enter the net amount of closed business for which you wish to thank your referral source for. For a guide to calculating the net amount of closed business, please see your chapter director or regional office.
- Choose whether this is a thank you for New business or Repeat business.
- Choose the Referral Type that you are thanking for - Inside (Tier 1, a self referral), Outside (Tier 2), or a Tier 3+ (spinoff referral).
- Enter any comments or remarks about this business thank you.
- Click Save and New to submit this slip and immediately begin a new TYFCB entry.
- Click Save and Quit to submit this slip and return to the home screen.
- Click Close to discard this slip and return to the home screen.
3. THANKING "BNI AND " VISITORS" FOR CLOSED BUISNESS
4. SEARCHING CROSS CHAPTER
- Clicking on the Search Cross Chapter button will allow you to search for another member in your region.
- Enter at least the first two characters of the First Name.
- <And\Or> Enter at least the first two characters of the the Last Name.
- <And\Or> Enter at least the first two characters of the Company Name.
- Click Search to find the member.
- Click Reset to clear your search and begin a new search.
- Click Back to cancel the search and return to the TYFCB slip.
5. SELECT THE MEMBER FROM THE SEARCH RESULTS
6. FOR YOUR RECORDS]
Comments
34 comments
@Stacey - you can use the BNI line at the bottom of the drop down list to record closed business for a former member. There is also a VISITOR selection at the bottom of the list as well. As for all other things, like referrals, these are only recorded for those people with ACTIVE memberships.
Hope this helps!
I can not submit any of my slips, TYCB or referrals. I can enter them but they always remain as a draft. How do I get this website to work correctly\?
@jeannieann
When slips are entered, they are put into the PALMS report queue for the next upcoming meeting. Once your chapter VP has completed and submitted the weekly PALMS report entry (to mark attendance and enter additional data, such as paper slips), the slips status will be changed to "completed". This usually happens within a week of the chapter meeting. If there are additional slips from previous weeks still appearing as DRAFT, please speak with your VP, Director Consultant, or Regional Office to discuss getting those past reports submitted properly.
Note: in the case of a cross chapter referral, 121 or TYFCB, this is also dependent on the other chapter completing their weekly PALMS report.
Hope this helps!
Jeremy: if a VP enters the TYFCB on behalf of a member, does the information on who received the revenue get lost? (I'm a VP who is attempting to place 100% responsibility on members to enter ALL their own slips. I need all the ammunition I can get! :) )
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