How can we help?

Search for answers to your questions by entering keywords below, or look through our knowledge base.

How do I document AMPE'd Follow-Up calls in Club OS?


Once you’ve received an email from AMPE’d, prompting you to schedule an appointment with your new lead, you will need to call and then document the outcome of your follow-up in Club OS.

1. Use the search bar at the top of the dashboard to find the prospect’s name and click on it from the drop-down menu.


2. Click the envelope icon in the upper right-hand corner of the page.


3. Select the outcome of the call from the drop-down menu and enter any notes about the call in the notes field.


Was this article helpful?
0 out of 0 found this helpful