The Goal: Understand what the Sales Funnel (Member Recruitment) feature does and the types of opportunities you can track through it.
Before You Begin:
- Your organization must have the Sales Funnel (Member Recruitment) premium module enabled.
- You need a staff login with access to Contacts, Sales Funnel section in the left-hand rail.
Step-by-Step Instructions
The Sales Funnel module is used to track opportunities through sales stages, and to provide them with proposals that contain acceptance details. Types of opportunities may include:
- New membership prospects
- Upgrade opportunities with existing contacts
- Volunteers or prospective board members you’d like to work with
To access this feature, go to Contacts, click Sales Funnel in the left-hand rail.
| NOTE: You can change the terminology for this feature to best meet your business needs. See Setup Your Terminology for instructions. |