 |
Knowledge Base |
How To Setup The Add Lead Widget
|
This article will walk you through how to setup the Add Lead Widget tool. The Add Lead Widget from will be used not only on the Dashboard Widget, but also if you enable adding Leads through Bookings and in the POS.
Requirements - A Master Admin login or a staff type with the following permissions:
To access the add lead widget setup, navigate to; Setup > Leads > Add Lead Widget. Select Yes for each option your would like to be required or appear as an option on the widget tool. You may also choose to have a default Lead Type set for each person added using this tool.
It is also possible to give a new prospect/lead free credits, such as a consultation credit, if you use the Issue a Free Package option. In order to do this, you will first have to create a sales package that has a zero dollar standard price.
Login Duration - Determine if you would like to provide the new Prospect with a login to the ClubReady customer portal.
Add Referral Widget - these settings are for the add referral widget that can also be added as a widget to your dashboard as another method for adding leads. For more on the Add Referrals widget, click here.
Requirements - A Master Admin login or a staff type with the following permissions:
- Club Setup: can access setup
- Club Setup: can access add lead widget setup
Setup Prospect Widget Dashboard Tool
To access the add lead widget setup, navigate to; Setup > Leads > Add Lead Widget. Select Yes for each option your would like to be required or appear as an option on the widget tool. You may also choose to have a default Lead Type set for each person added using this tool.
It is also possible to give a new prospect/lead free credits, such as a consultation credit, if you use the Issue a Free Package option. In order to do this, you will first have to create a sales package that has a zero dollar standard price.
Login Duration - Determine if you would like to provide the new Prospect with a login to the ClubReady customer portal.
Add Referral Widget - these settings are for the add referral widget that can also be added as a widget to your dashboard as another method for adding leads. For more on the Add Referrals widget, click here.
    |