Prospects

Prospects are leads; potential members who have shown an interest in your club but have not signed up for a membership.

• Prospect Funnel
  • Prospect Funnel Example
  • Customize Prospect Funnel
  • Prospect Funnel within Dashboard
• Add New Member or Prospect

Customize Prospect Funnel

You have the flexibility to customize the Funnel stages to align with your club’s specific journey from prospect to membership.
Consider the different stages a prospect might go through at your club, and adapt the funnel stages accordingly. Each step that requires staff action should be included in the funnel. As your staff interacts with prospects, they can progress them to subsequent stages for streamlined tracking and engagement.

• Create / Edit your Prospect Funnel Stages
• Add or Delete stages; rearrange order of stages using blue up-down arrows
• Stage placed at the top of list will be your first stage
  

  

Next - Dashboard Prospect Funnel