This article will guide you through the different ways to view the Lead Type History for a prospect or member in ClubReady. The Lead Type History displays the date of each change, the lead type assigned, and the staff member who made the modification.
Content:
Before You Begin
Make sure you have the following before getting started:
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Permissions required:
- Member Management: General - Can Access Client Options
How to View Lead Type History
Lead Type History can be accessed from three different locations within a client's profile:
Option 1 — Lead Hist. Icon: Search for the client under the Prospects or Members tab. Click the LEAD HIST. icon to view a list of all lead types the client has been assigned, along with the date of each change.
Option 2 — All Detail Icon: From the client's profile, click the ALL DETAIL icon. Click the Lead Type History link to view the history, including the date and lead type for each change.
Option 3 — Work It: From the client's profile, click the WORK IT icon. In the popup window, select the Lead Type History tab to view the list of lead type changes with their respective dates.
Frequently Asked Questions
Q: What information is displayed in the Lead Type History?
A: The Lead Type History displays the date of each change, the lead type that was assigned, and the staff member who made the modification.
Q: Can Lead Type History be viewed for both prospects and members?
A: Yes. Lead Type History is available for both prospects and members and can be accessed from any of the three options outlined above.