This article will guide you through changing a prospect's lead type in ClubReady. Lead types can be updated manually from either the prospect's profile or the Lead Management Dashboard.
Content:
- Before You Begin
- Edit Lead Type in Prospect Profile
- Edit Lead Type in Lead Management Dashboard
- Frequently Asked Questions
Before You Begin
Make sure you have the following before getting started:
-
Permissions required:
- Prospect Management - Can Access Prospect Lookup
Edit Lead Type in Prospect Profile
1. Locate the Prospect: Navigate to the Prospects tab, search for and select the desired prospect.
2. Edit the Lead Type: From the prospect summary page, click the edit pencil next to the Lead Type field. Select the desired lead type from the dropdown menu and click Update to save.
Edit Lead Type in Lead Management Dashboard
1. Access the Lead Management Dashboard: Navigate to Main > Dashboard > Lead Management.
2. Edit the Lead Type: From the task page, click the edit pencil next to the Lead Type you want to adjust. Select the desired lead type from the dropdown menu and click Update to save.
Frequently Asked Questions
Q: What is a lead type?
A: A lead type is a classification used to track and manage prospects more effectively. Assigning lead types helps staff organize their pipeline and prioritize follow-up actions based on where a prospect is in the process.
Q: Are lead types preset or can I create new ones?
A: You can create new lead types with the appropriate permissions by navigating to Setup > Leads > Lead Types.
Q: Can lead types be assigned to members as well as prospects?
A: Internal lead types can be assigned to members through the Members/Customers tab to help manage them as prospects for additional services.