When a prospect signs up for a package, the system converts the ‘Prospect’ to a ‘Customer’.
Here are the quick steps:
- At the site level, select Contacts > Prospects from the left navigation menu.
- Look up for an existing prospect using the Search function.
- Select prospect's name from the search results.
- In the prospect’s page, select Convert to Customer > Package Signup.
- Complete the prospect's Personal Details section if the information is incomplete.
- In the Package tab, select a package for the prospect.
- Select Next.
- Configure the Selected Package Details.
- 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.
- Re-select the Salesperson name, if necessary.
- Select the Source. For example, how did the prospect hear about us?
- Complete the Billing Details on how your prospect would like to be billed.
- Complete the Payment Details if prospect chooses to pay with direct debit billing.
- Select Next.
- 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. - Select Next.
- Check the accuracy of the prospect's details in the Summary page.
- Select Finish.
What's next
- The prospect is converted into a customer.
- The person's record is moved from the Prospects list to Customers list.
- The message "<Prospect name> is converted to customer successfully." appears on top of the customer's page.
- The customer's membership status shows No Membership.
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