1. Click on Leads or Manage to navigate to the Leads module in the CM Hub.

2. On the Leads module in the CM Hub, select the Active Leads in Process tab.

3. Use the Select a View function to filter for Step 3: Submit for 3rd Party Verification. This will show you all prospects waiting for Step 3.

4. To confirm that the prospect has provided their government ID as requested from them in step 2, locate the prospect and click on their hyperlinked name to open their contact record.

5. On the contact record page, click on the Related tab and locate Files. Ensure that the prospect has provided a scan of their government issued identification (e.g., driver’s license or passport) that includes their date of birth. If not, ask the prospect to submit this document before proceeding.

6. If the prospect sends the government ID document to the chapter manager, the CM can upload it by using the Add File option on the Related page of the prospect's contact record.

If the prospect has submitted their government issued identification (e.g., driver’s license or passport) that includes their date of birth under Files, proceed to Submit for 3rd Party verification by following the steps below.

7. Return to the list view for Step 3: Submit for 3rd Party Verification.

8. Use the dropdown action button next to the prospect's name to select Submit for Third Party Verification.

9. On the page that opens, review and ensure that the information has been entered correctly by the prospect.

10. Click Next. This will trigger a prompt to the Membership team to initiate the step for auditor e-signatures.