Page Comparison

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1. Click Make Sale (see places to Make Sale in following section)
2. Enter any additional contact information and click Make Sale
3. Select the Retention Follow-­‐Up Member Owner using the drop down box and Click Next
4. Book Orientation then Click Schedule or Click Skip
5. Add PT Lead or Sell PT or click Skip
6. Add Referral Lead or Skip
7. Click Finished

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Places to find Make Sale:

1. From the Agenda tab (for existing appointments)
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2. From the Search bar
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3. From the Opportunities Tab
   
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4. From the Follow Up box (after completing a call, appointment or task) 
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