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Home > Sales Funnel > Sales Funnel (Member Recruitment) Overview
Sales Funnel (Member Recruitment) Overview
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The Sales Funnel module is used to track opportunities through sales stages, provide them with proposals that contain acceptance details. Types of Opportunities may include:

  • New membership prospects
  • Upgrade opportunities with existing contacts
  • Volunteers or prospective board members you’d like to work with


NOTE: You can change the terminology for this module to best meet your business needs. See Setup Your Terminology for instructions.
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