Membership Monday: Invitation Manager Statuses

In this Membership Monday video, Marianna discusses the Invitation Manager tool, detailing the six different status updates that track leads’ progress:

• New: A new request for information from a family interested in Scouting (inquiry) that has not been opened yet
• Open: An inquiry that has been open; the notes section will show who opened the inquiry
• Pending Reassignment: This inquiry is being reassigned to another Unit. Be sure to follow up with District Leadership if you see this status!
• Invitation Sent: An application link was sent to this family!
• Closed: The inquiry was closed; the family is no longer interested in Scouting
• Complete: A new family has joined your Unit!! 

Additionally, Marianna emphasizes the importance of documenting interactions in the notes section to ensure clear communication among Units and Districts. This video helps provide Unit leaders with a clear and structured overview of the Invitation Manager tool, which is essential for managing membership leads efficiently. By understanding the different status updates, leaders can track the progress of each inquiry accurately and take appropriate actions. The emphasis on proper documentation and communication within the notes section ensures that all team members are informed and coordinated. This can lead to better follow-up, increased membership, and smoother transitions for reassigned inquiries.