Recently re-named from Sales Funnel to Applications.
The Applications feature allows clubs to specify a set of Applications stages within the Club Settings page.
We've initially created 4 x default stages for the Applications however you can add and remove stages as well as rename them so that they are more relevant for you.
Setting up your Applications
Go to Settings > then Club Info > Applications
In Club Settings, users can add, edit and delete stages specific to your requirements. A colour should be assigned to each stage to make use of the dashboard summary widgets.
Stages can be reordered by clicking on the arrow symbol and then dragging and dropping to your desired location.
Adding members to the Applications
Once the stages match your needs, you are ready to start adding the relevant contacts to the stages.
This can be done manually by navigating to the members record and updating from the drop down list.
It is also possible to automatically move members in to the funnel and between stages. Please check out our article on automating your stages for more information.
Removing members from the Applications
When a member purchases a membership, they will be automatically removed from the Applications area.
However if you wish to manually remove them, you can do this by selecting the empty row in the drop down box.
Moving members between stages
To move a member between stages, you can manually do this via their profile and selecting the new stage via the dropdown.
Alternatively, you can drag and drop them to their new stage via the Applications