F102 - Prospects

What is a prospect?

A prospect is a person who is interested in joining your club but hasn't joined yet or will join at a later date. iGo360 allows you to record the prospects' information including contact information, payment methods, notes, relationships, sales and receipts, etc. and convert them to members at a later date when they commit and sign up for a plan.

Viewing Prospect List

Click Prospect > View All
The Prospect list will open and look similar to the one below:

Prospect List Features

Sort the information on the screen by clicking on any of the column headings
Go to a prospect's record by clicking on their name
Add Additional Information to, Edit, or Delete prospects by clicking on the icons in the columns to the right of their name

Entering New Prospects

Click Prospect > Sign up

Enter the required information into the form. If the person already exists, iGo360 will give you an opportunity to continue with the new entry or edit the existing one
Click Save and Close, Save and Add Another, or Save and View Details to continue.

Editing and Deleting Prospect Records

Click Prospect > View All

To edit a prospect, click the Edit icon next to their name in the edit column
To delete a prospect, click the Delete icon next to their name in the delete column

The Prospect Relate Bar

Below is a list of all of the Prospect Relate Bar buttons and their functions:

Home - Takes you to the home screen of the prospect's profile.
Edit - Use to edit the prospect's information.
POS - Use to sell items and services to the prospect.
Change Status - Use to change the prospect's status.
Convert to Member - Use to convert a prospect into a member.
Document - Use to upload documents to the prospects profile.
Notes - Use to add notes to the prospect's record.
Task - Use to assign and edit a task.
Free Trial - Use to give a free membership trial to a prospect. NOTE: Giving a free trial to a prospect does NOT make them members.
Additional Information - Use to add additional information to the prospects record.
Relationships - Use to add other contacts associated with the prospect.
Send Email - Use to send an email to the prospect.
Schedule - Use to schedule a first appointment or meeting with the prospect.

Converting to a Member

Go to the prospect's record
Click the Convert to Member button on the Prospect Relate Bar
On the next screen, click either -

Convert to Membership - If you are converting a Prospect to an Individual Membership
Assign to Existing Membership - If this Prospect is converting to join an existing Group Membership with the Primary account holder already assigned.

Input Membership and Member information as prompted. Click HERE or Next - F103 for detailed Member Sign Up instructions.