The Sales Manager is designed to ease the process of selling memberships with options to define requirements needed to fulfill and approve a contract and the ability to view, and approve, pending contracts. All membership sales are recorded for later reporting on rollover (new members, prospects, cancelled contracts, etc.) totals. This module also allows for the setup of contract promotions and marketing sources.
 Sales Manager - Pending Contracts
 Sales Manager - Contract Promotions Setup
Contract Approval Process
View status of contracts pending approval (open, pending, alarmed)
Update pending contracts that meet contract requirements
Contract Requirements
Allows for user defined requirements to approve a contract
- Select if the requirement is needed to initiate billing, and required to check into the facility
Contract Promotion
Allows for contract and corporate promotions
Allows for a continuous fixed term promotion
Allows for selection of sites and contracts promotion is available on
Contract Marketing Sources
Provides global marketing source groups for roll-up purposes
Allows for locally defined marketing sources within globally defined groups
Allows for selection on whether the marketing source is a member source, prospect source or all
Allows bonus point awards to referral-based marketing sources
Traces enrollment to a marketing source
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