Referral: Leads That Joined

About this report

How good is your staff at getting referral leads from members and turning them into new members? How long does it usually take for a referral lead to join? If many join within a few days and you have a Day 2 phone call in your Agenda to a referral lead, you should really try to book a club tour from that phone call. This report lists each referral lead who signed up, and how long it took to get them signed up.

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To access this report

  1. Log into Drive and select the Reports menu
  2. Select the Live Reports section
  3. Find (or search for) the report named Referral: Leads That Joined
  4. Select View
  5. A new window should appear allowing you to enter your report parameters
  6. Select a Club (this legacy report is available in single-club format only)
  7. Select a month (this legacy report is available in single-month date ranges only)
  8. Select from a PDF or CSV format
  9. Select Run Report