The Junior League

The Intake Manager is where Administrators can monitor all of the Prospective Members as they go through a variety of path steps set up for them to become a...

This article will show you the process of managing your Prospects using the Intake Manager. Once a Prospect has verified their email address, they will appe...

If you need to remove a Prospect from the Intake Manager, you can set an inactive status to remove them from your Member Directory. Required Access: Yo...

If you did not set the Entry Point when creating a new account for a Prospect, you can update it directly through the Admin Profile. Required Access: Y...

You may have a workflow for Transfers to complete their steps for Intake. To add them to this workflow, here are the steps: Accept Transfer using Trans...

You can use the Intake Manager to email the Prospect to determine if they intend to continue Intake. Then, you can either delete or inactivate their account...