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®

© 2011 The Leadership Circle, All Rights Reserved. Company Confidential 2

Click consultant name link. To add client company, click Add a COMPANY under Available Actions.


Add client company name, select an industry, and click save.


Click company name link, then click Order a Product under Available Actions.


Select the Profile appropriate for your client.


Group name is client’s title or group descriptor.We recommend three weeks to complete surveys.


Comments are served to evaluators at the end of the survey. Most often the participant enters evaluators.


We recommend 3-ring binder, printed graph, and default demographics. Click place order to save selections.


You can add participants now or at a later timeby clicking Add Participant button.


Add email address, name, select language. Information is saved when you click Add Participant.


Some email addresses are in the database. Information is saved when you click Add Participant.


If you have a typo, click name or email to open text box,edit, then click outside text box to save change.


To set up or edit evaluators for participant, Click Manage Evaluators.


Evaluator information saves instantly and is available to edit regardless of who sets up evaluators.


Relationship can be changed at any time.


Click Edit Participant or Evaluator Invitation to edit subject line and text. Click Update Message.


Emails are no longer sent automatically by the system.Click Send all new Emails at your convenience.


Emails can be selectively sent.Easily see date email was last sent.


Review your order.


Add shipping addresses so project can be delivered. Click edit to add address.


Navigate between pages by clicking link beside Done?


Easily extend completion date. Click edit group name under Available Actions. Edit date. Click update.

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The Leadership Circle