3.2.1.2 Add an Individual Participant or Database List

3.2.1.2 Add an Individual Participant or Database List

Create Participant Profile on Resource Centre

To upload new participants on the Website/Leaders Resource Centre

 

For COMPANY enter: For INDIVIDUAL enter:
·         Company Name

·         Company Number (search for ABN via https://abr.business.gov.au/)

·         Display Picture (Logo)

·         Office Phone Number (Landline)

·         Full Address Details

·         Country – Australia

·         Time Zone – Auto Detect

·         Expertise – Industry of Organisation

·         Year Commenced

 

·         First and last name

·         Email Address

·         Phone Details

·         Time Zone – Auto Detect

·         Gender Male/Female

·         Show First on Profile – If the main contact for company

·         Hide Phone Number (if Member doesn’t want their mobile number published)

 

 

 

For each of the boxes to the right and including the circled box (Password), please click on
the pencil icon at the bottom of each box to edit. Following the below guide to complete the
setup of company and individual

For further information on setting passwords refer to Passwords Resetting Participants
Passwords. https://www.intlleaders.com/technology-management-centre/ – Customer Contact
Management.

PUBLIC PROFILE

This section is used to enter the Company’s written profile & Logo

RELATIONSHIPS

Before you can create relationships between the Director/Founder/CEO and the Company,
you must create the Individual Profile for the Director/Founder/CEO.

Importing a DataBase