
Asia W
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Engage Bulletin 02-20-20
February 20, 2020 Distribution: All Engage Contacts and Leadership What's Happening with Engage? SCORE HQ A review and overhaul of HQ's Engage Communications Plan was conducte...
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Engage Bulletin 01-31-20
January 31, 2020 Distribution: Chapter Leadership Updated Contacts Needed Hello Chapter Leaders, It is important that SCORE HQ has the proper Engage contacts from each of your chapters. ...
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Engage Bulletin 01-16-20
January 16, 2020 Distribution: Engage Facilitators and Training Coordinators, Chapter Leadership If you are receiving this email, you are either a chapter leader or have b...
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How to: Create an Event
Audience: Event Manager INTRODUCTION The event creation process includes setting up and publishing the event. This process involves defining registration settings, an event fee, discount codes, su...
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How to: Manage the Client Intake Queue (Match a Mentor Request)
Audience: Client Intake Coordinator, Mentor Introduction When a client submits a mentoring request, the request is automatically sent to the client intake queue. The client intake coordinator will ...
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How to: Understand the Post Event Process
Audience: Event Manager Introduction Once an event has taken place there may be actions needed to mark an event as Completed. Additionally, an event evaluation survey will be sent to all attendees...
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Overview of the Event List
Audience: Event Manager Introduction Once an event is created, the record can be found on the event list page within SCORE Engage. This article will walk you through options to sort events, functio...
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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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How To: Manage Chapter Affiliation
Audience: Chapter Manager Introduction Only a Chapter Manager can add or edit an affiliation to a member's profile. Every chapter member can be affiliated with other chapters beyond their primary c...
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Onboarding a Provisional Volunteer
Audience: Coach, Volunteer Intake Coordinator, Chapter Manager Introduction Once a prospective volunteer has completed the interview phase and is accepted by the chapter, they move to provisional s...