Prospects function, guests function, and friends/affiliates?

Hello,

I am the new admin and I am trying to figure out how to use the prospects function, guests function, and friends/affiliates functions?

When we input the names, emails., and telephone numbers on any of these lists what can be expected to occur from each list? Are the people on those lists sent an email and if so what does that email say?

Sincerely,

Jason Perez
Anaheim City Communicators Club 5884
District 100., Area P3

The main distinctions are members and "non-members" in terms of the way the code works.

Within "non-members", there are prospects, guests, former members, and friends/affiliates. These lists are mainly to help you organize contact info for non-members, but there are a few subtle functional differences, also. If you move members to former members when they leave the club, their role history is saved, You can use follow-up tracking for prospects, guests, and former members, but not friends list.

Sending an email to any non-member is only permitted to be by a club officer. Generally communications w/ non-members is more restricted to prevent spamming of non-members.

All lists require an opt-in from the person when you add them to a list (but not move them from one list to another). You can be add someone to a list but their info is unusable (deactivated) until they give their consent via the opt-in email.

Please read our online user docs on this website for further details.