How do I convert a Prospect into to a member of my team? : Everest Funeral Support

How do I convert a Prospect into to a member of my team? Print

Modified on: Tue, 12 Oct, 2021 at 12:13 PM

When a Prospect becomes a team member, simply open the Prospect's profile and click on the ‘INVITE’ button underneath their profile picture. The profile will automatically change to an associate profile with the default position of TA.

Prospect Profile:

Profile after a prospect has been invited:

keywords: prospect, invite, associate, team, member

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How do I convert a Prospect into to a member of my team? Print

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