Passing a referral slip can now be done any time online by following these few simple steps!
Watch This Brief Video or Follow The Steps Below!
Log Into BNI Connect and Choose Enter Referrals
Complete the Referral 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
- If your region allows cross-chapter tracking, you may search for a memberto thank within your region by clicking on "Search Cross Chapter".
- Enter the contact name for the referral.
- Choose the temperature of the referral.
- Choose whether this is an Inside (Tier 1 or Self) or Outside (Tier 2 or higher) Referral.
- Select whether you have given the referral the member's card, told them they would call, or both.
- Enter the Address information for the referral.
- Enter the Telephone number for the referral.
- Enter the Email address for the referral.
- Enter any additional comments about this referral.
- Click Save and New to submit this slip and immediately enter another referral.
- 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.
The Member you are Referring to Will Receive a Notification Email!
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.
Select the Member From the Search Results
For Your Records....
Happy Connecting!
Version 2013.12.23.1224
Copyright © 2013 BNI, All Rights Reserved
Comments
62 comments
Why is phone number a required field if "given your card" is the selected choice?
Great tutorial. My suggestion is to add at the end how to print off the entered slips so members can take them to their meetings for their drawings. Members are struggling with the printing slips process.
Fred - it was decided by the User Group and Business Analysts that the phone number be mandatory as a good business practice. I think your point about the "Given Card" is valid and perhaps that can be taken into consideration - I will pass that along!
Christi - we have a tutorial for that as well, but great idea to put that into this lesson in the end. I will include that in the next version of the document! Thank you!
Is the only way a member can view an online referral received through email? It would be nice to also see the comments on the referral through BNI connect.
Thanks!
You can also review the received referrals through the REFERRAL TRACKING SHEET and REPORT. Here is a link to that guide:
http://support.bniconnect.com/entries/22856573-Referral-Tracking-Sheet
Hope this helps!
Jeremy, I had found both of those ways to track the referral, but is there a way to read the comments on the referral online?
Thanks again,
Erin
Ah - I see what you mean - it appears that the comments are not brought over to either of those forms! I will bring this forward to the designers :- ) Thank you for bringing that to our attention!
Hi Jeremy, I don't seem to have the 'My Business BNI' tab to enable me proceed on jotting online referrals. Kindly assist
Shaffi,
Great to hear from you - hope all is well! While the online slips are currently being used in some countries, there are still others that will be turning this on at some point throughout the rest of this year to accommodate training and migration schedules. Please check with your Executive or National Director to find out when this will be available in Nairobi :- ) We very much look forward to when we can pass referrals worldwide!
So is it correct that I can only do cross-referrals within my region in BNI Connect "Global"?!
I have entered a referral down wrong and there is no way I can go back and edit it or delete it am I missing somthing?
Jodi - currently, the cross chapter activity (referrals, 1 to 1's and TYFCB) can only be passed to members within your home region. The reason for this is that there are currently some countries and regions that are still migrating into this new online reporting system. Once *everyone* is on the new system, we hope to be able to open up this activity worldwide. We all look forward to the day when we can pass a referral to ANY active BNI member :- )
Michael - Currently, once a slip is entered, it is "permanent" - there is no way to directly edit this entry. If you have made an error, similar to the process with paper slips, please notify the Vice President\Membership Coordinator of your chapter who will be able to correct this error in the PALMS report.
The programming team is currently evaluating the possibility of an editable slip and we look forward to a potential enhancement for a future release!
Teach us how to delete a referral when you have enter two by mistake.
Would it be possible to make either the phone number or email address required on the e-form? Some people only want me to give out their email address as their initial contact point.
I'm having trouble printing the entered referrals for my meeting tomorrow so I can participate in the drawing
Me too, I have entered my slips and cannot print. Where is the option located?
An edit\delete function for correcting erroneous entries is being discussed\designed now and we hope to see it in an upcoming release later this year!
As for printing the referral slips for the upcoming meeting, that is done through the Personal Meeting Activity Report: http://support.bniconnect.com/entries/22095316-Your-Personal-Meeting-Activity-Report
Hope this helps!
Hi. I've tried to create a cross chapter referral, from my iPad, whilst away.
There is an error, as its not possible to select the contacts radio button, when on an iPad 3 or 4" as the radio button is off the screen to the left.
hEY sUPPORT GURU(S)! Why no way to delete a referral? Entered one, went to view report in order to print for upcoming meeting & nothing there. Went back & re-entered, re-checked report & voila, BOTH there. Hell if I can find a way to cancel/delete the duplicate!
Why am I getting an "Enter a valid phone number" message?????? I've tried spaces, hyphens, commas, no spaces, etc but it won't accept this phone number.
Robert - usually it is the trailing space that causes the issue. A format of :
(954)465-3216
(954)465.3216
954-465-3216
954.465.3216
Should all work (at least they just did in my testing). Most importantly, be sure there isn't a space at the END of the phone number as that will always cause the invalid message.
Jeremy, THANKS for the PROMPT reply. You hit the nail on the head, a trailing space. Perhaps add that to the error message?
Thanks again,
Bob T.
Does anyone know how to edit or delete a referral?
Currently, once the slip is submitted it is "permanent" from a slip correction perspective. HOWEVER, the VP still has complete control over the statistical side of the reporting and can make numerical corrections in the PALMS report directly. Please contact the VP of your chapter to have the information corrected in the reporting.
In the next release of BNI Connect (due in late November\early December) we will be implementing an enhancement that will allow for the direct editing of slips up until the point when the PALMS is submitted so you will be able to catch those "oops" moments (we have all had them). We are all very excited for this upcoming release!
Hope this helps - if you have any other questions, just let me know - happy to help in any way I can!
Jeremy - thought there was an option to print the slip off so we can take it to our chapter for the door prize, but I don't see an option for that. Am I just blind?
Kevin - we have a report for that!
http://support.bniconnect.com/entries/22095316-Your-Personal-Meeting-Activity-Report
Hope this helps!
Never Mind found it!!!
I have tried MULTIPLE times to do a cross chapter referral for another Michigan business owner, but have not been able to get her name to come up in the system. She is one of the officers of her chapter so I know she is in the system.
HELP!
How can we give a referral outside of our region? One of our members has traveled from Missouri to Arizona. Searching Cross Chapters does not show the member's name. Searching from the home page we can find the other member and view his profile so we know he is in the system. Is there a way to enter a generic referral if we cannot get his name to come up? The work is already being done so the referral is a hot one! :)
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