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Lead.Data.Import.Template.xlsMember.Data.Import.Template.xls

Lead and Member Imports

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About Imports

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Expand
titleOptional Data Fields
  • Date of Birth (DOB)
  • Gender
  • Mobile Phone
  • Home Phone
  • Work Phone
  • Email Address
  • Street
  • City
  • State
  • Zip Code
  • Lead Visited Date (to put lead into Visited Club group)
  • Contact Method: Coming soon!
  • Lead Source: Coming soon!

Click here to download a Lead Import Template*

*Do not use if your InTouch Follow-Up is integrated with your CMS. We will provide you a separate file based on your Club Management Software.

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Expand
titleOptional Data Fields
  • Date of Birth (DOB)
  • Gender
  • Mobile Phone
  • Home Phone
  • Work Phone
  • Email Address
  • Street
  • City
  • State
  • Zip Code

Click here to download a Member Import Template*

*Do not use if your InTouch Follow-Up is integrated with your CMS. We will provide you a separate file based on your Club Management Software.

...