The Leadership Circle
description
Transcript of The Leadership Circle
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© 2011 The Leadership Circle, All Rights Reserved. Company Confidential
The Leadership Circle
PROJECT CENTERHow to Place an Order for a Profile
The Leadership Circle®
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Click consultant name link. To add client company, click Add a COMPANY under Available Actions.
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Add client company name, select an industry, and click save.
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Click company name link, then click Order a Product under Available Actions.
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Select the Profile appropriate for your client.
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Group name is client’s title or group descriptor.We recommend three weeks to complete surveys.
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Comments are served to evaluators at the end of the survey. Most often the participant enters evaluators.
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We recommend 3-ring binder, printed graph, and default demographics. Click place order to save selections.
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You can add participants now or at a later timeby clicking Add Participant button.
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Add email address, name, select language. Information is saved when you click Add Participant.
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Some email addresses are in the database. Information is saved when you click Add Participant.
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If you have a typo, click name or email to open text box,edit, then click outside text box to save change.
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To set up or edit evaluators for participant, Click Manage Evaluators.
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Evaluator information saves instantly and is available to edit regardless of who sets up evaluators.
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Relationship can be changed at any time.
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Click Edit Participant or Evaluator Invitation to edit subject line and text. Click Update Message.
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Emails are no longer sent automatically by the system.Click Send all new Emails at your convenience.
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Emails can be selectively sent.Easily see date email was last sent.
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Review your order.
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Add shipping addresses so project can be delivered. Click edit to add address.
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Navigate between pages by clicking link beside Done?
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Easily extend completion date. Click edit group name under Available Actions. Edit date. Click update.