Make Sale

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.

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

Places to find Make Sale:

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