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...