This section explains how to convert a lead to a sale using the Make Sale action. All new memberships will be added first as leads and then converted to members.

Make Sale

As soon as a lead joins, click Make Sale to change their status from a Lead to a Member. This will allow you to easily: Book an Orientation, Sell PT or Create a PT Lead, and track Referral Leads. This will also put the new member into the Referral Sales Follow-Up and Retention Follow-Up groups to receive new member emails and calls.

Click Make Sale (see places to Make Sale in following section)
Enter any additional contact information and click Make Sale
Select the Retention Follow-‐Up Member Owner using the drop down box and Click Next
Book Orientation then Click Schedule or Click Skip
Add PT Lead or Sell PT or click Skip
Add Referral Lead or Skip
Click Finished

Places to find Make Sale:

From the Agenda tab (for existing appointments)
From the Search bar
From the Opportunities Tab
From the Follow Up box (after completing a call, appointment or task)

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