How can we help?

    Convert Inactive Member To Prospect

    Follow

    This article will discuss how to convert an Inactive Member to a Prospect. 

     

    Steps:

    1: Navigate to the profile of the Inactive Member you would like to convert to a Prospect.

    Note: To be an Inactive Member, you must fall under one of the following statuses:

    • Inactive Member - Canceled: A Member who has canceled their club membership.

    • Inactive Member - Collections: A Member who was past due on their membership and the location sent their account to collections.

    • Inactive Member - Expired: A Member who has not renewed their expired membership.

     

    2. Once you locate the Inactive Member you want to convert, select the Prospecting>General tab on the left side the screen. 

     

    Screen_Shot_2018-01-19_at_1.35.12_PM.png

     

    3. Once you are on the general page, you should see a button just below the General tab labeled Convert Inactive Member to Prospect.

     

    Screen_Shot_2018-01-19_at_1.39.59_PM.png

     

    4. Select the Convert Inactive Member to Prospect button and you will be prompted with a command ensuring you would like to execute this action as it is not reversible. 

     

    Screen_Shot_2018-01-19_at_1.45.28_PM.png

     

    Once you select the Convert Inactive Member to Prospect button, the current Inactive Member profile will be deleted and a new Prospect account will be created with the same personal details, Marketing Source, Origin and the previous membership information will be added as a Lead Note for reference. They will also fall under the lead status in which they originated (i.e. Web Lead) in your follow-up queue adhering to the current schedule you have set up for that status.

    Screen_Shot_2018-01-19_at_1.57.18_PM.png

     NOTE: If you do not see this feature, your role may be limited by the permission to do so or may not be accessible per your club setup. 

    Was this article helpful?
    0 out of 0 found this helpful

    Comments