In addition to simple reporting available from each group's dashboard screen, ChamberForge allows users to generate more advanced reports. The reports help group organizers and association staff members to quickly see how their group is doing.
You can create an organization from your home screen after logging in. Click on "Create new organization" button and give it a name.
You can create groups - lead sharing groups or committees - within your organization by going to the organization settings page. Click on the 3-gears icon on upper left corner to go into the organization settings page.
From here, you can click on the Groups tab and click "Add New" button to create a group.
The difference between a lead sharing group and committee group type is a lead sharing group will allow you to track referrals, 1-to-1 meetings, and business closed. A committee group does not have those but allows you to assign and track tasks. Both group types allow you to manage members, guests, and meetings.
When adding members and guests to a group, one of the fields is industry. If you don't configure the Industry list, then you won't see any values under the Industry field dropdown as you add members and guests.
Industry is also used for reports. So it is important that you configure and manage the Industry list properly.
Depending on how your group is managed, you may or may not be able to edit the Industry list. For example, if you manage your own group and your group does not belong to any organization, then you can manage the Industry list yourself. If, on the other hand, your group belongs to an organzation, then the organization administrator is configures the Industry list for the entire orgnaization and group managers may not be able to change it.
To configure the Industry list, click on the Industry tab and then Add Industry button. Once a window comes up, enter industry one per line. When done, click on Save and close the window.
To add other users to your organization, follow these steps: