Move Someone to a Trial
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This section describes how to move a lead to a membership trial, or multi-day guest pass. The Trial group in InTouch Follow-Up allows you to track this person differently than someone that toured, but has not tried out the club on a pass. |
The Trial group allows you to track someone that is on a multi-‐day guest pass or membership trial.
- Select Move to Trial from one of the following areas:
- Under the Opportunities Tab using the Action button (this option is in the example below)
- Under contact information (click on the person’s name)
- From the Search bar under Leads
- From the Follow-‐Up box after completing a call or appointment
- Use the drop down box to select the number of days given for this trial or guest pass
- Click Save
