Q. How do I add prospects into the system?

A. There are several ways you can add prospects to your Membr site. Firstly you can add them manually via the new prospect form. Go to the prospect dashboard and select the Add Prospect button in the top right-hand corner.

Users that don’t complete the sign up process will have a prospect profile created, and this includes any web drop-offs (these are users who don’t reach the payment stage during sign up and will remain in this state for a short period; they are treated separately to a prospect, but will shortly and automatically be converted into one according to the values you set in the Additional Settings area.)

Finally integrating the prospects forms to your website will enable users to add their details and create a prospect profile on your Membr site.