Register Lead as Applicant
Once you gather the necessary information to determine whether a lead is a qualified applicant, it's easy to register them as an applicant.
1. Navigate to the Applicant Management found in Menu>Staff>Applicant Management.
2. In the dashboard view, select the three dots next to the applicant name and select Register Lead as Applicant.
2. Select Confirm.
3. In the table view, select the Register Lead as Applicant option found the right of the leads name in the actions area.
4. Click confirm on the pop up asking if you would like to register the lead to an applicant.
5. With a lead now as a registered applicant you can now have a password reset to sent to them to access the system to fill out the application and ethics evaluation.
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