3.4 Prospective Members (Sales Enquiries)

For listing contacts who could become members with an allocation function to a staff member for follow up.

1. Go to GymMaster on top menu bar then Prospect Sales Enquiries.
2. Click on + icon, record data then save. Second section allows allocation of enquiry to a staff person and more follow up detail.
3. The enquiry can be deleted by using the delete icon.
4. Click on Show Finished Enquiries and click again to return to current enquiries.
5. The enquiry can be converted direct to membership. Go then to member record and complete membership detail.
6. Reports are being developed to show follow up detail sorted by staff person etc.