This article will assist you in setting up a new prospect type or lead type. Lead Types are used for Prospect Automation and help filter Prospects for email blasts.
1. Navigate to Setup > Leads > Lead Types > Add A New Lead Type.
Lead Type Name: Enter the name of the Prospect Type. Examples: Unscheduled Lead, 30 Day Old Lead, Web Lead.
Is a membership prospect type?: For Prospects who are not members yet this will be Yes. (this for Membership Clubs only).
Can be selected when adding a new prospect: Check if you want the Prospect Type to be available for selection when staff are adding a new Prospect. You may want to create Prospect Types that are only used by enabling rules for Prospect Automation.
Default sales Script: If you have created Sales Scripts for staff to use when working a Prospect, choose a default script. To learn how to create Sales Scripts, click here.
Issue a free package: Decide to allow a free package to be given which can be used to issue free consult session credits to people with this Prospect Type.
Provide new lead a system login: Choose if you would like to provide the prospect a system login to give access to the ClubReady Customer Portal.
Email sent to new lead: You may chose to use the default new prospect email or select a custom email.
2. Click Create The New Prospect Type.
3. Set Default Lead Type: Optional setting that will ensure that no prospect is ever added to the system without a prospect type assigned. This will be the default selected when adding a new prospect and also will be the default when adding a prospect over the web via the add prospect API if no prospect type is defined.
4. Existing Lead Types: Prospect Types already added to the site will be listed here. You may edit existing Prospect Types by clicking the edit pencil next to the type. To remove a Prospect Type click on the x to the far right on the type (this cannot be undone).
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Setup: Can access setup
- Setup: Can access lead types setup