© 2011 The Leadership Circle, All Rights Reserved. Company Confidential The Leadership Circle PROJECT CENTER How to Place an Order for a Profile The Leadership.

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Presentation transcript:

© 2011 The Leadership Circle, All Rights Reserved. Company Confidential The Leadership Circle PROJECT CENTER How to Place an Order for a Profile The Leadership Circle®

© 2011 The Leadership Circle, All Rights Reserved. Company Confidential 2 Click consultant name link. To add client company, click Add a COMPANY under Available Actions.

© 2011 The Leadership Circle, All Rights Reserved. Company Confidential 3 Add client company name, select an industry, and click save.

© 2011 The Leadership Circle, All Rights Reserved. Company Confidential 4 Click company name link, then click Order a Product under Available Actions.

© 2011 The Leadership Circle, All Rights Reserved. Company Confidential 5 Select the Profile appropriate for your client.

© 2011 The Leadership Circle, All Rights Reserved. Company Confidential 6 Group name is client’s title or group descriptor. We recommend three weeks to complete surveys.

© 2011 The Leadership Circle, All Rights Reserved. Company Confidential 7 Comments are served to evaluators at the end of the survey. Most often the participant enters evaluators.

© 2011 The Leadership Circle, All Rights Reserved. Company Confidential 8 We recommend 3-ring binder, printed graph, and default demographics. Click place order to save selections.

© 2011 The Leadership Circle, All Rights Reserved. Company Confidential 9 You can add participants now or at a later time by clicking Add Participant button.

© 2011 The Leadership Circle, All Rights Reserved. Company Confidential 10 Add address, name, select language. Information is saved when you click Add Participant.

© 2011 The Leadership Circle, All Rights Reserved. Company Confidential 11 Some addresses are in the database. Information is saved when you click Add Participant.

© 2011 The Leadership Circle, All Rights Reserved. Company Confidential 12 If you have a typo, click name or to open text box, edit, then click outside text box to save change.

© 2011 The Leadership Circle, All Rights Reserved. Company Confidential 13 To set up or edit evaluators for participant, Click Manage Evaluators.

© 2011 The Leadership Circle, All Rights Reserved. Company Confidential 14 Evaluator information saves instantly and is available to edit regardless of who sets up evaluators.

© 2011 The Leadership Circle, All Rights Reserved. Company Confidential 15 Relationship can be changed at any time.

© 2011 The Leadership Circle, All Rights Reserved. Company Confidential 16 Click Edit Participant or Evaluator Invitation to edit subject line and text. Click Update Message.

© 2011 The Leadership Circle, All Rights Reserved. Company Confidential 17 s are no longer sent automatically by the system. Click Send all new s at your convenience.

© 2011 The Leadership Circle, All Rights Reserved. Company Confidential 18 s can be selectively sent. Easily see date was last sent.

© 2011 The Leadership Circle, All Rights Reserved. Company Confidential 19 Review your order.

© 2011 The Leadership Circle, All Rights Reserved. Company Confidential 20 Add shipping addresses so project can be delivered. Click edit to add address.

© 2011 The Leadership Circle, All Rights Reserved. Company Confidential 21 Navigate between pages by clicking link beside Done?

© 2011 The Leadership Circle, All Rights Reserved. Company Confidential 22 Easily extend completion date. Click edit group name under Available Actions. Edit date. Click update.