Usage
Chapters have the option to manual enter a lead directly into the Chapter Management Hub (CM Hub) rather than having the lead or prospect complete a YPO online application.
Platform
Chapter Management Hub
Watch the video
Steps
Select Add Lead under Leads Action
1. In the CM Hub Homepage, use the Actions button under Leads and select Add Lead.
Complete the fields
2. In the window that opens, add information related to the lead.
3. Do not check the box that says Assign using active assignment rule.
4. Click Save.
Locate newly added lead
After saving the info, you can find the lead in the Leads module under the Active Leads in Process tab.
Things to know
Add Lead allows you to complete the Lead Application Process alongside a prospect or allows leads to submit a paper application that can be manually entered by the chapter.
How to get help
Contact your regional Join YPO Manager or Membership Development Manager if you need support with this step.