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.
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