Page Comparison

To manually change a members join date or to backdate their member's sales date (or join date):

1. First, find the sale. There are two ways of doing this: 
   A: If you just made the sale then go to "Opportunities" tab and select "Sales" the most recent sale will be at the top.    
   B: Find ths sale using the "Search" option (top left corner). Type the name of the member you are looking for.  Note: You need to refine the search by "Sale" and not by "Members".
   
2. Click on the person's name to open their contact record
3. Click on the Lead tab
4. Click on the calendar icon to the right of the Sales Date* and select the desired sales date.
5. Click Save
   

* If you do not have a calendar icon next to the date, then your role does not have the permission to change a sales date. In most clubs, this permission is restricted to Managers and/or Administrators only.

Image Modified