YPO - Chapters & Regions

Niloma Kolay

Jaime Flemming

Explore guides for understanding the steps for YPO leads and prospect processing.

Leads

How to add a lead/prospect to the CM Hub for processing.

CM Hub: Add a Lead

How chapter managers can submit prospect waivers via YPO Connect.

Connect: Submit a Prospect Waiver for Chapter Managers

Leads Step 1: Update Chapter Pursue Status

CM Hub: Leads Step 1  Update Leads Chapter Pursue Status

Step 2 of the Leads Process: Requesting Prospect 3rd Party Info via the CM Hub.

CM Hub: Leads Step 2 Prospect 3rd Party Info Needed

Step 3 of the Leads process: Submit for 3rd party verification.

CM Hub: Leads Step 3 Submit for 3rd Party Verification

Step 4 of the Leads process: Check which prospects are pending 3rd party verification.

CM Hub: Leads Step 4 Pending 3rd Party Verification Response

Preboarding is required for prospects applying for membership.

CM Hub: Leads Step 5 Pending Preboarding Completion

How to submit for officer approval and locate prospects awaiting officer approval.

CM Hub: Leads Step 6 Chapter Officer Approval

See the steps chapters need to take to manage their leads through the process to join YPO.

Managing your leads

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