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
61 comments
How does delete a wrongly entered and saved referral ? I by mistake selected the wrong member.... :(
You can now delete or correct a slip that was entered in error through the "Review My Slips" reports. Here is a guide for how to use that function:
http://support.bniconnect.com/entries/28737968-Reviewing-Correcting-or-Deleting-a-Submitted-Slip
Hope this helps!
I am in Thailand and used your system. It is marvelous. I love it but would like to add a few comments. The entered date should be self entered, shouldn't it? Last week I sent the hard copy slip to members and entered information to the system later. The date was not matched with the hard copy slip. The referral status is also a problem since it is a "must" field. How to complete this field with inside referral since it is to oneself. Last but not least, my inputs have not been updated by the system and shown draft all the time. Hope you find my comment useful.
Anyhow, thank you for developing this system, I love it indeed.
I am in IL, (BNI Mid America), with family and friends in MN. How do I give a referral to a florist in MN or say and insurance agent?
At this time, cross chapter referrals are limited to only those regions within a single "business unit". In some cases that will be a single region, in others it may be multiple regions with the same Executive Director.
The reason "why" it is done this way is that there is still some inconsistency globally in the processing of online slips. Currently, there are still a few countries that will only begin using the online slips later this year. In addition, the ability to pass cross chapter is still a regional option. At some point after the whole world is both using the online slips AND allowing cross chapter activity we will be able to pass a referral globally. Although I do not have a time frame for when this will happen, we are all very much looking forward to this future enhancement!
That being said, you can still use BNI Connect to FIND and CONTACT a person in another state or region in order to establish the relationship and pass the referral, even if it can't be "turned in" using BNI Connect. Here is a guide for how to do that:
http://support.bniconnect.com/entries/25836287-Connecting-With-Another-Member
Hope this helps!
When you have a guest, how do you add it to the referral page? There is no spot for guest...
Debbie,
When the VP or Visitor Host enters the visitors into BNI Connect using this process:
http://support.bniconnect.com/entries/21735341-Chapter-Operations-Adding-a-Visitor
The credit is then automatically added on the PALMS report and you will have a 1 in your "V" column. Some chapters would use a referral slip to track this using the paper process, but now that this is done through the visitor entry, the additional form is not necessary.
Hope this helps!
this doesn't address if you receive a referral from a visitor and how to record that. also you have on item #1 where you would be saying thank you for a referral you are saying thank you for closed business....appears to be an error in cutting and pasting
Jody,
While it is great that we occasionally receive (and give) referrals to visitors, the PALMS report was meant to track these types of transactions between chapter members. As the visitors are not yet members of the chapter, this activity, while beneficial to our businesses, is not recorded as an official statistic.
HI, want to enter 2 cross chapter referrals both v v hot!
But not able to as 'select cross chapter' button seems to be absent! Urgent!
Naveed,
Great to hear from you - hope all is well!
The ability to submit cross chapter slips is dictated by each region and\or country. At this time, it appears that your region India>Bangalore North East has this feature disallowed at this time. Please contact your regional Executive Director who will be able to answer when and if this functionality will become available in your area.
Hope this helps!
Hi Jeremy...is there any way I can set up referrals to cc me as well as the other member?
Dear CVDM Somayajulu,
BNI is a wonderful organisation. one can showcase their entire business to the fellow BNI members. It gives a lot of training, It creating leadership skills, presentation skills and mainly interaction with so many business persons at one place.
Dear CVDM Somayajulu,
Thank you for introducing into BNI. it is a gateway get business referrals.
Jeremy,
I would like to send a referral to someone in a Washington State chapter. It appears I cannot do this, according to your post on March 24th of this year, because that feature is not turned on in my region. When will that feature be available system wide? It appears it's been "coming" for quite sometime.
Thanks!
Hello Jeremy, Would like to know if there are plans to add the ability to easily browse other BNI chapter members to share referrals? Unless we already know information about that member, we can't find them without looking on the front-facing regional website under the "Find A Member" section. It helps being able to search for keywords and see the industry the other members are within. I would think this feature would be extremely helpful for members to pass referrals from chapter to chapter easily since all chapters don't have members within each category. I'm new to BNI, so mayeb there is something I'm missing in the BNI Connect UI where I can easily achieve this without having to tab back and forth from the front-acing website and BNI Connect, and if so, could you please let me know how to easily do this because the other members would find this useful as well. thanks - Nick
This was previously posted: Do you know if it has been updated? I would love this feature!
The programming team is currently evaluating the possibility of an editable slip and we look forward to a potential enhancement for a future release!
April 19, 2013, 11:59 AM
Hello Jeremy,
After reading prior posts, I'm guessing the Cross Chapter Referrals out of region is still a work in progress. I am in need of this feature availability. Thank you.
just wondering like some of the other posts mention if the Cross Chapter Referrals out of region is being implemented. Thanks!
Laura ...
Great to hear from you ... happy to help!
Cross-chapter referrals are possible within most Regions within the United States, but not between Regions at this time.
Out-of-region national and international referrals will be possible as soon as cross-chapter referrals are fully adapted by countries around the world, which is currently underway and we hope to see completed within the near future.
For now, though, out-of-region referrals will have to be done the old-fashion way via direct contact with the other member, and submission of a paper slip at members' weekly meetings.
Hope that this helps ...
Larry
Laura ...
Great to hear from you ... happy to help!
Cross-chapter referrals are possible within most Regions within the United States, but not between Regions at this time.
Out-of-region national and international referrals will be possible as soon as cross-chapter referrals are fully adapted by countries around the world, which is currently underway and we hope to see completed within the near future.
For now, though, out-of-region referrals will have to be done the old-fashion way via direct contact with the other member, and submission of a paper slip at members' weekly meetings.
Hope that this helps ...
Larry
why is this showing up when I try to log in to send a referrial
When you have a power team meeting you can submit a 1:1. Is it possible to have power team listed in the drop down list for 1:1's?
In our Region, Kolkata CBD(A), India we don't see this.
Is it enabled by Region or BNI HO ?
In our Region, Kolkata CBD(A), India we don't see this.
Is it enabled by Region or BNI HO ?
Members often find themselves not knowing the company name. Can that field be removed from mandatory?
Hello Jeremy,
Can we give referrals cross-region now? If yes, please show me how! I'm in Vietnam!
Thanks
What's difference between tier 1 vs tier 2?
I absolutely do no t appreciate the extra time this caused me this morning to subimit a simple referral slip.
Because of this tutorial - Not being able to skip it until later when I have time to watcht it ) I am now in trouble with my Sales Manager for being off task on other matters important to him) ....... Mike Murnane BNI Main Line II
Can we submit the referral slip (inside referral) before done deal of transactions?
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