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To manually change a
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member's sales date (or join date):
- First, find the sale. There are two ways of doing this
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- :
A: If you just made the sale
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- , go to
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- the Opportunities
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- tab and
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- click Sales o the blue bar. The most recent sale will be at the top.
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-
B: Find the sale using the Search option (top left
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- ). Type the name of the member you are looking for and click Sales on the blue bar. Note: You need to
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- find the
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- record under "
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- Sales" and not
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- under "Members".
- Click on the person's
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Note: You will need to be logged in as a Manager or Administrator to be able to change the date.
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- name to open their contact record
- Click on the Lead tab
- Click on the calendar icon to the right of the Sales Date* and select the desired sales date.
- 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.