Usage
After the third-party verification, preboarding call and chapter membership process are completed, the chapter manager will notify their regional membership team to trigger the officer approval email and move prospects to Step 6: Pending Chapter Approval.
When prospects move to Step 6: Pending Chapter Approval, both the chapter membership officer (CMO) and chapter chair (CC) will be notified over email to approve or reject the prospect. Officers should action this email only after they are ready to accept or reject the prospect as a new member.
Platform
Chapter Management Hub
Watch the video
Steps
CC and CMO can approve or deny approval via email
1. The CMO and CC can approve or reject a prospect by using the link provided in the email.
CC and CMO can approve or deny approval via the Chapter Management Hub
1. To approve via the CM hub, access the CM Hub via YPO Connect Resources.
2. Click on the Leads module or Manage link to open all leads.
3. On the Active Leads in Process tab, use the Select a View function to filter to Step 6: Pending Chapter Approval.
4. Locate the prospect and click on the dropdown next to their name.
5. Click on Provide Chapter Officer Approval next to the prospect's name.
6. On the page that opens, the chapter chair and chapter membership officer can approve or reject a prospect by selecting Approved or Rejected.
7. Click Next to complete the approval process.
Things to know
If a chapter manager clicks on Provide Chapter Officer Approval, they will receive an error message because of their permission setting.
Approved prospects will then move to the next step and appear on the Prospects Approved and Pending Payment tab.
Rejected prospects will no longer appear under your chapter leads.
How to get help
Contact your regional Join YPO Manager or Membership Development Manager if you need support with this step.