Member Leads

Member leads are potential members who can be enrolled to the membership program.

The Member Leads page allows you to view the list of member leads that are created. You can view information such as the name of the member lead, club name, and the name of the salesperson.

The data displayed on this page is based on these fields:

  • Folder
  • List View
You can use this page to:
  • Modify or delete a folder, using the Manage Folder option.
    Note: This option is enabled only when a folder (except for Show All) is selected.
  • Create a new folder, using the New Folder option.
  • Manage the list view, using the Manage View option.
    Note: 
    • This option is enabled only when a view (except for Default Leads View) is selected.
    • The Default Leads View is displayed when the Show All is selected in the Folder field or if no view is added to a folder.
  • Create a new list view, using the New View option.
  • Create a duplicate of an existing list view, using the Copy View option.
  • Search for a member lead, using the List View Search field.
  • Create a new member lead, using the New option.
  • Modify a member lead, using the Edit option.
  • Delete a member lead, using the Delete option.
  • View the details of a member lead by clicking the lead name.