Convert Lead to Member
- Click on the search bar at the top of the platform and search for the specific lead
- You can also find the specific lead by clicking on “Leads” in the platform sidebar and then clicking on “Leads in Process” to find a full list of leads in your system
- In the lead profile page, under the tab “Activity Log”, click the in the bottom right corner and then click on “Convert to Member”
- Add in the relevant information and then click next
- Once the process is complete, the lead will be converted to be a member in the system and will receive the member welcome email.