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3 comments

  • Official comment
    Jeremy Walsh

    @courtney - thank you so much - this one is on our list for future consideration! We will add your comments as a "vote" for this potential new feature. Have a great week!

  • Mrs. Patty Jeffers

    So this is 3 years old. When are we going to be able to log a One to One with a visitor?

    0
  • Jeremy Walsh

    @patty

    While interaction with guests and visitors is a very important part of BNI and is highly encouraged, the 1 to 1 and referral activity is only tracked in the PALMS report between ACTIVE chapter members. This was developed in accordance with BNI policy.

    Closed business, however, is able to be tracked for both visitors and chapter alumni and these fields are available at the bottom of the drop down selection when entering an online TYFCB slip.

    Hope this helps!

    0

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