How do I enter a prospect and record a tour in Daxko? How do I move the prospect if they want to become a member?
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Enter Prospect and Record a Tour
1. Click the membership tab
2. Navigate to "Prospects" and click on "Add Prospect"
3. Select the source type, for today we are selecting tour as this walk in got a tour with Ben!
4. Fill in all prospect information and select "optional information" to add more specific info.
5. Here you can add their branch of interest, what type of membership they are interested in, address phone, areas of interest etc.
6. When you have added all relevant information click save. NOTE: Please be very careful about spelling, capitalization and accuracy of information.
7. From here you can add another prospect or view the prospect page you just added by clicking "View"
Update a Prospect Record
8. Click "Membership"
9. Navigate to Prospects and click "Search"
10. Filter by "Prospects" to make the search easier
11. Click on the prospect you are going to update
12. Use the edit pencils to update or change any information, or click on "Add Note" to add more general information to the prospect account. (Great for adding interests or highlights covered on the tour)
13. Click "ADD NOTE"
14. Once you have added your note click on "Save Note"
Move Prospect to Active Membership
15. Type in the name of the prospect
16. Click on "Convert to Member"
17. Choose the membership package they would like to sign up for
18. On the next page select the prospect as the new member you want to add
19. Click "Make Active"
20. Click "NEXT"
21. Accept the waivers and sign
22. Click "I AGREE"
23. Set the draft day to either the 1st or 15th and double check the amount to be charged, Then select "Next"
24. To select a payment method you will need to add in a card, or EFT
25. FIll in all information required for the payment method
26. Once payment information is entered scroll to the bottom and select "Next"
27. If the new member has not already had a tour you can schedule one here, if they have you can skip this step. For this one we will schedule a tour
28. Once you have confirmed the date and time select "Book Appointment"
29. From this screen you can make a payment or direct yourself back to the membership information page. We are going to take the payment due today, so select "make a payment"
30. Check the blue boxes on the left of the payments you wish to take today and when ready click the "Make Payment" button
31. Choose the payment method that you entered earlier
32. Click Submit
33. Email the receipt to the member
34. Click "SEND"
