Quick quotes are used in MiMembership to provide the user with a tally of the current membership pricing based on the system configured pro-rata settings, without the need for manual calculations. Quick quotes can be transitioned into formal quotes, which can be emailed to a prospective member.
Step by Step Guide
1. Navigate to the Dashboard
Select Dashboard on the main menu
2. Add the Quick Membership Quote widget to the Dashboard using one of the below options:
- Click Add Widgets button and then click + button next to Quick Membership Quote
- Right click on the open space and click + Add Widgets, click + button next to Quick Membership Quote and then click Finish Editing button.
3. Set membership Start and End Dates and select Groups
In the Quick Quote widget, edit the membership Start and End dates. Leaving the end date blank will pick up the current membership year's end date.
Select the group or groups from the groups drop menu to generate the relevant quote
To view the individual charge amounts click the magnifying glass icon next to the Quote Amount.
4. Create a Formal Quote
To create a formal quote from the Quick Quote click the Blue Arrow button in the $ Quick Membership Quote header. This will redirect you to the formal quote screen where you can enter the prospective member details, save and email the quote.
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