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    Club Defaults Report [Breakdown]

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    The Club Defaults Report breaks down the employees that are listed for each default that is set for every location in your club. This will quickly give you each employee that is receiving the leads based on their default so you can ensure your leads are going to the correct employees.

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    An example of the report can be seen below:

     

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    Columns in this report include:

    Location Name: The location in which the employee is listed as the default.

    Default Member Sales: This is the default assigned Membership follow-up account. This employee will receive all leads that come in without a designated follow-up person.

    Default member Support: This is the default assigned Membership follow-up when a prospect converts to a member. (You can leave this blank to Skip auto-assignment)

    Default PT Sales: This is the default assigned PT follow-up. This employee will receive all leads that convert to a member and enter the ORT Not Booked status without a designated follow-up person. (You can leave this blank to Skip auto-assignment)

    Default PT Support: This is the default assigned PT follow-up when PT is purchased. (You can leave this blank to Skip auto-assignment)

     

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