How to Convert a Prospect to a Member

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 Sale Outcome option



  5. Click on the Save button to be redirected to the Fitware Convert to Membership wizard.

  6. Click on the Convert To Membership button to complete the membership signup process.

 

 

 

Have more questions? Submit a request

0 Comments

Article is closed for comments.
Powered by Zendesk