Adding A New Member

Add a Contact:

Add Contact before making them a member by adding the Petition Read/Initiation events to the individual's timeline.

Make the Contact a Petitioner, Candidate, and then Member:

Your jurisdiction has certain rules around when a potential member needs to be added into the system.

In many cases, you'll be required when they become a Petitioner, and then the member will follow the workflow such as Background Check, Cleared, etc. that ensure the Candidate is eligible to become a member in your local group.