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- How to Convert a Lead into a Member
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Members
How to Convert a Lead into a Member
Should a prospective lead decide to sign up as a member, you can convert the entry to a member without having to manually sign them up or requesting the lead to sign up via the sign-up widget.
Should a prospective lead decide to sign up as a member, you can convert the entry to a member without having to manually sign them up or requesting the lead to sign up via the sign-up widget.
Leads > Manage > Search the member > Click on the right menu next to the members name > Convert to member > Fill in the details > Submit
Once you convert your lead to a member, your new member will receive an automated welcome email from your facility along with their login details from Octiv.