How to Create a Free Trial

April Fisk -

  1. Search for a prospect by using the Customer search function in Fitware or using the People search function in Prospect engager to view the prospects profile in Prospect Engager.

  2. Click on the Add Event on the prospects profile page


  3. Select the Now when option in the “New Appointment” popup

  4. Select the Trial outcome option


  5. Select the Trial End date

  6. Click on the Save button to be redirected to the Fitware Create Trial Pass form.

  7. Enter a Barcode

  8. Click Save to finalize the free trial signup process.

 

 

 

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