Prospects

Prospects are leads; potential members who have shown an interest in your club but have not signed up for a membership.

• Prospect Funnel
  • Prospect Funnel Example
  • Customize Prospect Funnel
  • Prospect Funnel within Dashboard
• Add New Member or Prospect

Prospect Funnel within Dashboard

On the Home Dashboard, you will find a graph that tracks the progress and history of prospects as they move through the funnel.
By clicking on any stage of the funnel, you will be redirected to the Prospects page for further details and management.

Graph displays the total number of prospects who have passed through each stage, including those currently in each stage.

Prospect Funnel Complete
Next - Add New Member or Prospect - Link will navigate you to Add Member