What must be done to credit techs for converting a potential membership opportunity?

To credit technicians for converting a potential membership opportunity, it is essential to select the potential membership tag in the conversion tag field. This tag serves as an official marker within the system indicating that the technician successfully converted a lead into a membership. By tagging this conversion appropriately, the system can accurately track sales performance and ensure that technicians receive recognition and compensation for their efforts.

This tagging not only contributes to the metrics and reporting necessary for performance analysis but also helps maintain accurate records for future reference. Technicians rely on this crediting process to reflect their contributions to membership growth, making it a vital step in managing memberships within the platform.