Simply put, a member is person and a sale is something they purchase. One member may have multiple sales over the years, or may have both membership and pt sales, but with one member record.
Let me first explain the lead/member lifecycle. When you 'Make Sale' to convert a lead to a member, that new member can now follow up to 3 different follow-up followup paths:
- One path is called Referral Sales Follow-Up FollowUp and this would be assigned to you, the Lead Owner. This follow-up followup path is designed for the Sales Person to see how your new member is doing, but more importantly for you to ask for new leads such as their friends and family helping you grow your lead base. This path has the shopping cart icon.
- During the Make Sale process, you also select a 'Member Retention Owner'. This follow-up path is designed for someone to follow-up followup with the new member for retention purposes. In some clubs, this would be a Manager, Retention Specialist, Fitness Staff, etc. This path has the blue member icon. In some clubs, the sales person is also designated as the Member Owner.
- The third path is when you create a Personal Training lead for a trainer to follow up on. This path has icon with the person lifting weights.
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