Track organizer sales leads and team follow-ups

Follow these steps

1. 01

   Open AroundU Admin → Sales tracker and search the sale, brand, employee or notes before creating a duplicate entry.

2. 02

   Choose Add sales entry and enter a Sale title. Add the Brand name if it helps identify the opportunity.

3. 03

   Use Find an existing house where available to link the correct club, or enter its known Linked house ID.

4. 04

   Select the Assigned employee and Stage. Use lead, contacted, qualified, proposal, won or lost to describe the current state.

5. 05

   Add Expected value if known; leave it blank if the deal has not been quoted.

6. 06

   Set Next follow-up (India time), write useful Notes and choose Add sales entry or Save changes.

7. 07

   Use the Sales stage, Sales employee and Sales archive status filters to find work that needs attention. Entries can show Follow-up due.

8. 08

   When an opportunity no longer belongs in the active pipeline, use Archive entry and review Confirm archive. Its history remains available.

Good to know

• A follow-up date records team work; it does not send a customer message or create a campaign.
• The tracker shows who added and last edited an entry.
• An experience booking, a club enquiry and an AroundU sales opportunity belong in different workspaces.

If something isn’t working

• If another staff member changed the entry, read the conflict message and use Reload current entry before saving again. Reloading replaces the current draft.
• If employee choices are unavailable, use Retry rather than assigning an unknown account.
• Archived sales entries are read-only. Use the archive filter to find their history.
• If the workspace is denied, ask the internal admin owner to check your staff access; club ownership alone does not grant internal staff access.