Usage
Leads/prospects must submit their 3rd party auditor information so that their verification can be completed as part of their YPO membership application process. Follow the steps below to prompt an email to the prospect to enter their 3rd party information.
If third party contact info is already present in the lead record, chapter managers do not need to do this step again unless updating to another auditor.
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.
Locate the Lead record
2. In the Leads module, click on the Active Leads in Process tab.
3. Use the Select a View filter and select Step 2: Prospect 3rd Party Info Needed. This will show you all leads whose 3rd party info needs to be collected by the chapter.
Request 3rd Party from Prospect
4. Locate the lead and use the dropdown button and select Request Third Party Info from Prospect.
5. The system will email the lead/prospect to submit Third Party Info and you will receive the confirmation message.
If the prospect shares the third-party info directly with the chapter manager, the chapter manager can use the Edit button under the prospect record in the CM Hub, as shown below, to enter the third-party information and click save.
Things to know
The chapter manager will then need to monitor when the prospect enters third party information. Once the prospect enters that information, the chapter can proceed to step 3. The regional Join YPO Manager also tracks this progress and will support the chapter manager as needed.
How to get help
Contact your regional Join YPO Manager or Membership Development Manager if you need support with this step.