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This section explains how to convert a lead to a sale using the Make Sale action. All new memberships will be added first as leads and then converted to members. |
Make Sale
As soon as a lead joins, click Make Sale to change their status from a Lead to a Member. This will allow you to easily: Book an Orientation, Sell PT or Create a PT Lead, and track Referral Leads. This will also put the new member into the Referral Sales Follow-‐up and Retention Follow-‐Up groups to receive new member emails and calls.
- Click Make Sale (see places to Make Sale in following section)
- Enter any additional contact information and click Make Sale
- Select the Retention Follow-‐Up Member Owner using the drop down box and Click Next
- Book Orientation then Click Schedule or Click Skip
- Add PT Lead or Sell PT or click Skip
- Add Referral Lead or Skip
- Click Finished
Places to find Make Sale:
- From the Agenda tab (for existing appointments)
- From the Search bar
- From the Opportunities Tab
- From the Follow Up box (after completing a call, appointment or task)
