Asia W
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Recent activity by Asia W-
Managing Contractors in Engage
Audience: Chapter Manager Introduction A Contractor is a paid staff that has similar permissions to a non-client facing volunteer but is not required to complete any training courses to serve dif...
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Client Intake Coordinator
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How To: Manage Chapter Information
Audience: Chapter Manager Introduction This guide presents the most common topics for a Chapter Manager role. Chapter Managers are responsible for maintaining chapter information, including branch ...
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How To: Cancel an Event
Audience: Event Manager Introduction Situations may arise where an event needs to be canceled. To cancel an event, the Event Manager needs to access the event record and change the event status to...
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How to Login to Engage (video)
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Key Mentor Processes
Audience: Mentor Introduction This guide contains the steps on how to accomplish common Mentor tasks in Engage. A How-to-Video is also provided after each topic. Note: To view the full list of noti...
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Engage Roll-Out Schedule
The SCORE Engage Change Management Team has developed a schedule in which chapters will transition to the new system. This schedule has been reviewed by your Regional Vice President. Overview of ...
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Using Google Groups
Creating a Google Group We can no longer create custom email accounts as it will create a conflict with SCORE Engage. Benefits of Groups Ability to Create Conversions with between all Group Membe...
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Engage Chapter Roles
SCORE Engage Chapter Roles Engage Facilitator Estimated time commitment: 2-4 hours per week The Engage Facilitator's role will include: Communicate Engage information to your chapter in a timel...
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Prepare to Engage
SCORE Engage is our brand-new CRM system that will be fully implemented by the end of 2021 in all SCORE chapters. A CRM, or Client Relationship Management, system is a technology for managing all y...