Members and Prospects On Track

When an appointment is scheduled, tracks for that lead are cancelled if:

♦ There is no type defined for the track (lead/member/etc) This means that when an appointment is scheduled, all other non-lead-or-member-specific tracks will be canceled. In this case, the only tracks that you have that are non-lead-or-member-specific is the General Long-Term Communications track, however - this track will NOT cancel due to it having [...]

By |2019-04-11T17:50:07+00:00November 15th, 2018|, , |Comments Off on When an appointment is scheduled, tracks for that lead are cancelled if:

How do you schedule / reschedule an appointment?

You schedule an appointment by simply selecting a date/time from the picker (when adding a new lead), or clicking directly on the calendar either in the main calendar view or from the Calendar tab within the lead or member profile page. Take a look at the quick video on Rescheduling an Appointment! [...]

By |2018-11-20T21:13:52+00:00November 10th, 2018|, , |Comments Off on How do you schedule / reschedule an appointment?

Can I be in the system and not work leads?

The full question: Will having a login prompt the system to funnel any leads to us, create any tasks, etc. that will therefore be left unattended since we do not work the CRM? Short answer: Yes, you can!* Important answer with explanation: If you are not in the club full time, or you have other [...]

By |2018-11-10T00:02:50+00:00November 9th, 2018|, , |Comments Off on Can I be in the system and not work leads?