This report provides data on Prospect Follow-Ups and their outcomes, and can be sorted by date range, location, and employee.

Sample Follow-Up Audit Report

Follow-Up Audit Report Fields

Employee: Shown if the report is run for multiple employees.
Name: The Prospect associated with the Follow-Up.
Phone: Phone number of the Prospect.
Email: Email address of the Prospect.
Status: Can include: Lead (have not been to the club), Active Guest (has a current guest pass), Expired Guest (guest pass has expired, and Missed Guest was set).
Action #: The Follow-Up stage of this action the attempt number for this follow-up.
Action Date
Outcome: The recorded outcome of the action.
Tour Date: If the Follow-Up action resulted in a tour being booked, its date appears here.
Tour Status: Can include: No Show, Active, Booked.
Override Date: If an override date was selected for the next follow-up, it will appear here.
Notes
Message: If email or text messages have been sent, they will appear here.
User External Billing ID: The ID assigned by the club's billing provider.