This article will guide you through selecting an internal prospect type to help with managing members. This is available to Membership Clubs.
NOTE: Internal prospect types will not display under a prospect. These will only be an option under the member tab to use to internally work a member as a prospect for another service, like personal training.
1. Select Internal Prospect Type
Search and select the desired client under the customer/member tab. Click the edit pencil icon next to No Internal Prospect Type Assigned. Clicking No Internal Prospect Type Assigned will make a drop down appear with all internal prospect types for members/customers. Once you select a internal prospect type the screen will update. Verify that the desired internal prospect type is displayed.
2. Using Internal Prospect Type Filter
Click on the filters button under the search tab. Under All Prospect Types select your desired internal prospect type. This will filter the list down to your customers/members that are associated to this internal prospect type.
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Member Management : General - Can access member options