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How the integration with Netpulse works:
This integration works in conjunction with our ABC DataTrak integration.
1. A member refers a new lead:
- The referral is created in InTouch as soon as the invite is sent
- It is created with Contact Method: Member Referral and Lead Source: Netpulse
- It appears in "Unassigned leads" and is in the "No Club Visits" group
- In the contact's notes/history, it shows the member who referred the lead
- When the lead activates the Guest Pass, they move to the Current Trial group until their guest pass expires (this happens automatically)
2. A new lead downloads the app for a guest pass:
- The new lead is created in InTouch
- It is created with Contact Method: Netpulse Guest Pass and Lead Source: Netpulse
- It appears in "Unassigned leads" and is in the "No Club Visits" group
- When the lead activates the Guest Pass, they move to the Current Trial group until their guest pass expires (this happens automatically)
2. A new lead downloads the app for a guest pass:
- The new lead is created in InTouch
- It is created with Contact Method: Netpulse Guest Pass and Lead Source: Netpulse
- It appears in "Unassigned leads" and is in the "No Club Visits" group
- When the lead activates the Guest Pass, they move to the Current Trial group until their guest pass expires (this happens automatically)