Steps to Convert Prospects

This document serves as a comprehensive, step-by-step guide for converting prospect records, located within "Organize > Prospects" to members. It outlines the key actions and procedures required to streamline the transition from prospect to member. 

In the Organize tab

• Locate the specific prospect record you want to convert, then click the Convert to Applicant button. 
• Fill out all required fields as prompted and click Save.
  • The status Date of this Action should be the same as or Prior to the Paper Member Application - Application Date.    

This action changes the Prospect to a Pre-Applicant and adds the person to the Member Roster and changes the Prospect Record to Converted.

• Click on the Membership tab.

Perform  an Activity Change to Applicant:

• Select the option to change the status to Applicant, using a Status Date the Same as or Prior To the Paper Member Application - Application Date.

If the person were to complete an Electronic Membership Application, this Activity would be processed automatically when they submitted their electronic signatures.

Complete Member Activity:

• To complete the process, you must perform an activity change of Initiated or Paying on App, which will fully convert the individual into a Pending or Active Member.