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To manually change a member's sales date (or join date):
- First, find the sale. There are two ways of doing this:
A: If you just made the sale, go to the Opportunities tab and click Sales o the blue bar. The most recent sale will be at the top.
B: Find the sale using the Search option (top left). Type the name of the member you are looking for and click Sales on the blue bar. Note: You need to find the record under "Sales" and not under "Members". - Click on the person's name to open their contact record
- Click on the Lead tab
- Click on the calendar icon to the right of the Sales Date* and select the desired sales date.
- Click Save
* If you do not have a calendar icon next to the date, then your role does not have the permission to change a sales date. In most clubs, this permission is restricted to Managers and/or Administrators only.
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