The sales funnel feature allows clubs to specify a set of sales funnel stages within the Club Settings page.
We've initially created 4 x default stages for the funnel however you can add and remove stages as well as rename them so that they are more relevant for you.
Setting up your funnel
Go to Settings > then Club Info > Sales Funnel
In Club Settings, users can add, edit and delete sales funnel 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 sales funnel
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 sales funnel for more information.
Removing members from the funnel
When a member purchases a membership, they will be automatically removed from the funnel.
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 of the funnel, 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 sales funnel
