ChapterBuilder - Why some leads are not marked as "May have joined"

ChapterBuilder - Why some leads are not marked as "May have joined"

If you know a lead joined another chapter but a warning is not appearing, below are some common reasons why this may be occurring. 

1. Lead not marked as an "A+" - if the chapter they joined has not marked them as an "A+ - Joined" ChapterBuilder will not know to add this alert/warning. 

2. They were not generated by the Council Dashboard - if a lead is not generated by the Council Dashboard forms but created by an individual chapter form or user, the "May have Joined" warning will not work. It ONLY applies to leads generated by the Council Dashboard. 

3. "A+" isn't your top status - how the feature works, is it considers the top status to be the joined status. By default, this is the "A+" status. If you reorder or have access to create a custom status and move something else to the top position, "A+" will no longer trigger this feature/warning. 

If you want to learn more about this feature, click here to see the FAQ and feature overview.

Summary

If you know a lead joined another chapter but a warning is not appearing, the article contains some common reasons why. 


    • Related Articles

    • ChapterBuilder - What is the "May have Joined" feature?

      For communities that are leveraging the ChapterBuilder Council Dashboard, the may have joined as a tool to help chapters qualify their leads. If a lead generated by the council is marked as "A+ - Joined" in a chapter's account, all other chapters ...

    • ChapterBuilder - What triggers the "May have Joined" warning on the Lead List?

      If you notice that your leads have an alert showing they may have joined, it means that another chapter in your community marked that lead as "A+ - Joined." The specific chapter is not shared. It simply tells the other chapters that this lead may no ...

    • ChapterBuilder - Managing Your Leads

      ChapterBuilder offers a great solution for managing your leads. The Lead List allows you to manage, sort, filter, and work with the leads on your list. Check out the video below for a quick walk through!

    • ChapterBuilder - How to know if leads came in from CampusDirector

      If your campus/council/community is leveraging CampusDirector for registration, you may be wondering when leads will be pushed into your account. The FAQ below should assist you in navigating this integration from a ChapterBuilder side of things. If ...

    • ChapterBuilder - How to delete all or many Leads

      If you want to remove all the leads from your ChapterBuilder account, follow these steps: 1. Navigate to your Lead List (click on the "Lead List" icon on the left navigation bar). 2. Click the "Select All" checkbox in the upper right corner of the ...