The Chartered Institute of Marketing

Step 1 – Open the membership record

Step 2 - Check all details on the upgrade form are correct and update system with the correct details if required.

Step 3 – To process the upgrade – Click on the Upgrade button on the members contact screen on Helix. This will open the membership processing screen

Step 4 – On the membership processing screen, select desired membership upgrade grade.

Step 5 – Click on the Appove membership button to approve upgrade.

Step 6  - Click on Go to Contact button, once on contact screen – make sure all the grades on the screen have automatically updated including the grade suffix. If does not update, raise visual studio to get this updated.

Step 7 – On the Activities screen, a membership upgrade pack will be automatically generated.

Step 8 – Manually send email to confirm upgrade through outlook. This Is located N:\Membership\- Membership Operations Team -\Drafts - Professional Membership

Step 9 – Helix will automatically place a note on the members record confirming the upgrade

Things to consider: