Progress/Remove Enquiry (Enquirer)

Description

The second step in the 'Prospective Members' process, this would be actioned after an initial informal meeting with the 'Enquirer' where it is determined whether he should progress to the next step and complete the Online Registration Form (ORF).

Once you have progressed an 'Enquirer' they will automatically be sent two emails, one with a link to the ORF and the other with a temporary password (expires after 7 days). The ORF is simple and intuitive to complete but you may wish to contact them to ensure they do not require any further information or assistance.

Step by Step Instructions

Step 1: Open the ‘Prospective Members’ screen within ‘Member Management’ 

Step 2: Click on the Enquirer's 'Name' in the 'Prospective Members' list 

Step 3: Click the 'Progress/Remove Enquiry' button

Step 4: Select whether the 'Enquirer' wishes to progress to the 'Prospect' stage using the dropdown ('Yes' or 'No')

Step 5a ('Yes'): Select how they would be joining using the dropdown. The dropdown is dynamic and will only show suitable options. If you are unable to select the option you believe you require please raise this with your relevant Regional Office.

Step 5b ('No'): Select the reason why they are not going to progress from the available dropdown options.

Step 6: Click 'Submit'

Step 7: Upon reading the confirmation message, click 'OK' to confirm the change

Additional Information

• When selecting 'How will he be joining?' the dropdown is dynamic and will only show suitable options. If you are unable to select the option you believe you require please stop at this point and raise this with your relevant Regional Office.

• When marking an 'Enquirer' as having not progressed, the entry will be removed from your 'Prospective Members' list.