This guide covers your first steps as a member of a group on ChamberForge.
You probably received an invitation e-mail from your group. Click the link in it.
If you cannot find the invitation, check your spam folder or ask your group leader to re-send it. Your group may also give you a join code to enter with join with code in the left menu.
Click your picture in the top right corner and choose My Account. Add a photo, your business name and category, and a short bio so members know what kind of referrals to send you. Click Save changes. See My Account.
After you sign in you land on the Feed, which shows referrals, wins and 1-to-1s from your groups. Like and comment to congratulate your fellow members. See Feed.
Click + in the top header and choose Send Referral. Pick the recipient in To, check the group under Report to group, add the lead's details, and click to send. See Referrals.
When someone sends you a referral, open it from the e-mail or from Referrals in the left menu. As you follow up, use the referral's Menu to set it to Work in Progress, and then Won (with the amount of business) or Lost (with a reason). The sender is notified each time, and your group's reports stay accurate. See Referral Statuses.
After meeting another member one-on-one, click + > Record 1-to-1, choose who you met, and save. See 1-to-1s.
When you bring a visitor to a meeting, add them with + > Add Guest so you get credit for inviting them. See Guests.
Go to My Account > Notifications to choose which e-mails and push notifications you receive. See Notifications.
The ChamberForge app for iPhone and Android lets you send and update referrals, manage your network and receive push notifications. Sign in with the same account you use on the website.