This article will guide you through best practices on adding a sales package when using a sales presentation through ClubReady.
1. Add Custom Form
Navigate to Setup > General > Custom Forms.
You will want to create a custom form that will allow for you to input the new users information such as their name, email, address, phone number, etc. This step will create a ClubReady profile in order to be able to sale an agreement and save it on their account.
2. Add Custom Form & Sales Presentation Slide
Navigate to Setup > Leads > Presentations.
This step will allow you to create the presentation you are going to use to walk your new user through your sales pitch, including the option to have them fill out their information and making the sale.
Add the Custom Form slide and the Sales Package slide.