This article is about setting up and using your sales tool in the System.
- How to create an offer
- Starting the sale
- How to launch the sales tool without going to the Magicline
- Using the sales tool
Quick guide on how to create a new offer:
- Settings / Membership signing / Offer configuration
- “Create Offer configuration”
How do I create an offer?
In the Settings / Membership signing / Offer configuration “Create offer configuration”, the first thing you need to do is to create a new offer for your membership sale.
You must give the offer configuration a name and select an offer type.
After the offer has been created, you can view and edit your created offer under Settings / Membership signing / Membership offers. You can define included free inclusive modules and selectable free inclusive modules. Of course, you can add additional modules to the offer, which can be done via the item runtimes. Define a term, then you can also add additional modules.
Starting the sale
After an offer has been set up, you have to click in the area of Leads in the main menu and then click on “Start sales tool”. A new window will open.
How to launch the sales tool without going to the System
If you are unable to access the sales tool due to your permission settings, you have the option to reach it directly without navigating through Magicline. Simply use the following link: “https://<tenant>.web.perfectgym.com/sales-tool”. Make sure to insert your tenant name between the <> to successfully access your sales tool.
Using the sales tool
Now you can select all the packages you have set in the offers. Select an offer, define the payment method, usage start date, and contract start date, and click on continue.
After you have entered all the data, you will see a complete summary of the membership data. In addition, if you are working with a touchpad, you have the option of adding the customer's signature digitally to the contract. The customer can then simply sign with her/his finger or a touch pen.