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  3. Engage Training

Engage Training

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Articles in this Section

  • Upcoming Live Engage Trainings
  • Engage Resource Toolkit
  • BIRT and Engage Reports Information Comparisons
  • New to Engage? Check out the New Volunteer Training Guide
  • SCORE Engage Edge-ucation
  • Home Page Links Quick Descriptions
  • Engage Cheat Sheet for Administrative Positions (VIC, CIC, Chapter Manager, Event Manager)
  • SCORE Engage Training Topics
  • SCORE Engage Policy and Business Rules
  • SCORE Engage Glossary of Terms
  • Engage Positions and Permissions
  • SCORE Engage Constituent Journey Descriptions

Sub-Sections

On-Demand Training Webinars

  • Training Recordings
  • How To: Search in Engage
  • How to Login to Engage (video)
  • Homepage Overview
  • Volunteer Intake Coordinator
See all 10 articles

Volunteer Journey

  • A Comprehensive Guide to Classifications
  • How To: Login to Engage
  • Becoming a Provisional Volunteer
  • Onboarding a Provisional Volunteer
  • How To: Send An Email From The Contact Record

Event Journey

  • Fact Sheet about Importing Attendance
  • Cape Cod Pitch to Grow
  • Shared Webinars - Recommended Setup and Post Event Process
  • Managing Constant Contact and Chapter Website for Event Journey
  • How To: Create an Event During COVID-19
See all 14 articles

Client Mentoring Journey

  • Key Mentor Processes
  • When a mentor leaves SCORE... managing the clients that remain
  • CIC Steps for Checking up on Open Mentoring Requests
  • Refer A Client to Another Mentor
  • Team Member Information
See all 14 articles

In Partnership With

Sponsor:  SCORE Foundation Sponsor:  SCORE Foundation
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Contact Us

SCORE Association

1165 Herndon Parkway

Suite 100

Herndon, VA 20170

Phone: 1-800-634-0245
Technical Support: help@score.org
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