How can prospects purchase a package?

When a prospect signs up for a package, the system converts the ‘Prospect’ to a ‘Customer’.

Here are the quick steps:

1. At the site level, select Contacts > Prospects from the left navigation menu.
2. Look up for an existing prospect using the Search function.
3. Select prospect's name from the search results.
4. In the prospect’s page, select Convert to Customer > Package Signup.
5. Complete the prospect's Personal Details section if the information is incomplete.
6. In the Package tab, select a package for the prospect.
7. Select Next.
8. Configure the Selected Package Details.
9. Enter the Package Start date. The Package End date is automatically calculated based on the start date which depends on the validity period of the package.
10. Re-select the Salesperson name, if necessary.
11. Select the Source. For example, how did the prospect hear about us?
12. Complete the Billing Details on how your prospect would like to be billed.
13. Complete the Payment Details if prospect chooses to pay with direct debit billing.
14. Select Next.
15. Select Sign Debit Authority, Capture Signature, and Save Signature if applicable.
    Note: This step is not required if the package is ‘Free’ or prospect chooses to pay at the till.
16. Select Next.
17. Check the accuracy of the prospect's details in the Summary page.
18. Select Finish.

What's next

1. The prospect is converted into a customer.
2. The person's record is moved from the Prospects list to Customers list.
3. The message "<Prospect name> is converted to customer successfully." appears on top of the customer's page. 
4. The customer's membership status shows No Membership.

Related article:

• Managing Packages (iconnect360 Standard)
• How do I add a new customer?
• How can customers purchase a package?