 | Tutorial Introduction | |
 | To view this tutorial as a PDF, Click here.The most important process of the Cupid system is obviously, taking customers into the different avenues of situations t |
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| Leads | |
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1. Leads
Everyone begins as a lead, or a person with the potential to make into a sale.
A. Entering a New |
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| Appointments | |
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2. Appointments
Appointments are your chance to sell your company to a lead and get them interested enough to purchase a membership. You need to contact each lead and set up an appointment. |
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| Membership | |
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3. Membership
Now that Jason, Deborah, and Rachel have all paid for their memberships, you will find them under the Pending Members page of the Membership tab. This means that they are a member, and |
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| Free Member | |
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4. Free Members
Rachel may have a problem with the way the company works, perhaps she has been waiting around for a few weeks and has not been able to get in contact with her matchmaker. She has dec |
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| Resource | |
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5. ResourcesA Resource is a person that you have no obligations to because they are simply a resource for your paying customers. This is a good way to fill in th |
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| Member Profile | |
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6. Member Profiles
Now that all of your leads have been established in your company in some manner, it is time to flesh out their profiles to help choose who they are compatible with.
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| Dating | |
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7. Dates
Lets schedule a date. There are two ways to do so. You can either search for a match, or if you already have someone in mind, you can complete a quick Add a Date.
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| Date Results | |
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8. Date Results
After a date has been completed, you can create a Debriefing in order to gather notes on the experience and understand the connection created.
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