1. Click on the search bar at the top of the platform and search for the specific lead

  2. 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

  3. In the lead profile page, under the tab “Activity Log”, click the

    in the bottom right corner and then click on “Convert to Member”

  4. Add in the relevant information and then click next

  5. Once the process is complete, the lead will be converted to be a member in the system and will receive the member welcome email.

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