To manually change a members join date or to backdate their join date
- 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". - Click on the person's 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.