Creating or modifying a member lead

  1. Select Member Leads. The Member Lead List page is displayed.
  2. Click New. The Member Lead page is displayed.
    Note: You can modify an existing member lead, using the Edit option corresponding to the name of the member lead.
  3. Specify this information in the Lead Details section:
    Primary Contact
    The contact person associated with the member lead.
    Lead Name
    The name of the lead.
    Division
    The division of the club to which the member lead is associated.
    Site
    The site of the club to which the member lead is associated.
    Lead Type
    The type of member lead.
    Lead Status
    The status of the member lead.
    Decision Date
    The date on which the potential member requires to decide whether the member lead is to be converted to a membership.
    Previous Dues Gross
    The total due amount of the previous year.
    Owner
    The default user who has logged on to the application.
    Note: The default user can change the ownership to another user.
    Salesperson
    The default user who has logged on to the application.
    Note: The default user can assign another user as the salesperson.
    Referral Type
    The type of referral used for enrolling the member lead.
    Referral Type Sub Option
    The sub option linked to the referral type.
    Club Name
    The name of the club for membership.
    New Membership Type
    A new membership type with initiation fee and dues for the member.
    Initiation Fee Variance
    The variance between the initiation fee and the initiation fee incentive.
    Dues Variance
    The variance between the dues and the new dues incentive.
    Description
    A description for the member lead.
  4. Click Save.