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 or icon. (Or go from dashboard)
2. Click on + icon, record data then save. Check In will open door or gate to enable prospect to view facilities. You can also make a booking direct from the enquiry screen by use of an icon.
3. Second section allows allocation of enquiry to a staff person and more follow up detail. Open with the + icon for new contact details. Contacted On is the date that a particular contact is made starting with the first enquiry. Save icon when completed. Can then click on Generate task if wanting to appear in To Do list
4. Contact Type, Enquiry Status and Promotion Setup are set up under Set Up > Sales Enquiries >
5. The contact details will refresh each time a new contact is recorded and the history can be checked in the bottom section by highlighting the contact date.
6. The enquiry can be deleted by using the delete icon.
7. Click on Show Finished Enquiries icon and click again to return to current enquiries.
8. The enquiry can be converted direct to membership by clicking on the convert icon. Go then to member record and complete membership detail.
9. The Status on followups is set under Set Up > Sales Enquiry > Enquiry Status. You can tick status such as No Sale or Sale Made to automatically shift the enquiry record to Finished Enquiries.
10. Clicking on the Show Required Followups icon will enable you to check follow ups for any particular period. Click on the last date you wish to enquire for and it should list all follow ups to be done up to that date. It is updated when night run is done.
11. Under Show Required Followups you can also do a staff search by choosing from the staff drop box.
12. From Finished Enquiries, you can use the Jump to Member icon to open the member's file.