Membership Trials

This section describes how to move a lead to a membership trial, or multi-day guest pass. The Trial group 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.

1. 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
2. Use the drop down box to select the number of days given for this trial or guest pass
3. Click Save