© 2011 the leadership circle, all rights reserved. company confidential the leadership circle...

© 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.