Versions Compared

Version Old Version 7 New Version 8
Changes made by

Caitlin Tupper

Caitlin Tupper

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Comment: Migrated to Confluence 5.3

Click on one of our Frequently Asked Questions from Managers to see the answer.

Expand
titleHow can I delete What's Happening messages?

What's Happening records cannot be deleted as the InTouch system keeps all histories for accurate records.

However, you can always:

  1. Switch the view from All Messages to Unread Messages to keep the area cleaner.
  2. Enter some positive comments, "InTouch Rocks!," or "..." or " " and post to All Staff
Expand
titleIn the Sales Activity Report, how is the tour conversion rate for new leads different from the conversion rate for 1st visit?

A "New Lead" is a Lead Added with any Contact Method EXCEPT Walk-In. So the Tour Conversion rate for New Leads is for any lead that was already a "No Club Visit". Walk-Ins will have their own column where you can see Walk-In sales. To be counted in the Walk-In Sales, the Walk-In has to have joined the same day they came in, otherwise they move over into the Be-Back (or Visited Club) category. The conversion rate for first visit counts both New Leads and Walk-Ins.

...