The Prospects menu has multiple options including New Prospect, Active Prospects, Archived Prospects, Trial Memberships, and Trial Attendance Log.
Figure 1: Prospect Menu Options
The New Prospect menu item is used for adding a new prospect or lead to the Kicksite system, as shown to the left. This includes any contact information necessary to send promotional materials. The most important fields are the name, email, birthday, and gender. The source field will indicate how this prospect came to the studio. The source field could be helpful in tracking campaign efforts.
Figure 2: Entering a New Prospect
Kicksite has a feature called Message Flows used to create a series of communications via email with leads and prospects. This screen is where the email and any other communication details are entered into Kicksite. Message Flows are explored in further detail in the Communications Guide.
Figure 3: Prospect Contact Information