Usage
Complete this step when a lead/prospect is assigned to your chapter and your chapter has decided to evaluate the prospect.
Platform
Chapter Management Hub
Watch the video
Steps
Navigate to the Leads module in the CM Hub
1. Click on Leads or Manage to navigate to the Leads module in the CM Hub.
2. In the Leads module, click on the Active Leads in Process tab.
3. Use the Select a View filter, select Step 1: Update Chapter Pursue Status.
Update leads pursue status
4. Use the drop-down next to the lead name, and select Update Pursue Status.
5. On the page that opens with status options, update the lead to the correct status and click Next to get the confirmation message.
If you select Will Not Pursue, add your notes on the comment box that will pop up. Your notes should explain why your chapter will not pursue the application. This will inform the Membership team about next steps for the application.
Things to know
If a chapter chooses Will Not Pursue in error, the lead will disappear from their view. If the chapter wants to view the lead again, they will need to contact their Join YPO Manager for assistance.
How to get help
Contact your regional Join YPO Manager or Membership Development Manager if you need support with this step.