Prospect Not Interested Reason Report

The Not Interested Reason Report displays prospects who have been marked as Not Interested, together with the reason and notes recorded when that outcome was selected.

It can be used to review:

• who was marked as not interested
• when the outcome was recorded
• the prospect’s contact details
• where the outcome originated
• the reason selected
• any supporting description or notes
• which staff member completed the outcome

Navigate to:

Prospects > Reports > Not Interested

The page may display as:

Not Interested Reason Report

Select the Date Range

Use the date fields at the top of the report to select the period you want to review.

Enter:

• start date
• end date

Click:

View Report

The report will refresh and display Not Interested outcomes recorded within the selected period.

Report Information

The report may include:

• Date
• Person
• Contact No
• Email
• Source
• Reason
• Description
• Completed By

Date

Shows the date and time the Not Interested outcome was recorded.

Person

Displays the prospect’s name and identifying number.

Select the person’s name where available to open their prospect profile.

Contact Number

Displays the prospect’s recorded phone number.

Email

Displays the prospect’s recorded email address.

These details may be useful when reviewing the prospect’s history or confirming the correct record.

Source

Shows where the Not Interested outcome was recorded from.

For example:

• Call
• appointment
• another prospect activity

In the screenshot, the outcomes were recorded from calls.

Reason

Shows the reason selected when the prospect was marked as Not Interested.

Examples may include:

• Casual Visit
• Location
• Medical
• Undecided
• another configured reason

The available reasons depend on the club’s lookup settings.

Description

Displays any additional notes entered when the outcome was completed.

The description should provide useful context that explains why the prospect was marked as Not Interested.

Completed By

Shows the staff member who recorded the outcome.

This helps managers review who completed the activity and whether the reason and notes were entered appropriately.

Using the Report

Staff can use this report to:

• review previous Not Interested outcomes
• confirm why a prospect was closed
• identify prospects who may still need clarification
• open the prospect profile
• check whether the selected reason matches the notes

Managers can use it to:

• identify common reasons prospects do not proceed
• review staff outcome recording
• identify trends such as location, medical concerns or indecision
• improve sales conversations, follow-up and membership offerings
• review whether prospects are being closed too early

Reviewing Not Interested Reasons

The report can help identify patterns.

For example:

• frequent Location outcomes may indicate a geographic or access issue
• frequent Medical outcomes may indicate a need for more suitable options or clearer guidance
• frequent Undecided outcomes may suggest that additional follow-up should have been scheduled
• frequent Casual Visit outcomes may indicate that casual visitors are not being converted effectively

The report should be used as a guide alongside prospect notes and activity history.

Maintaining Accurate Results

For reliable reporting, staff should:

• select the most appropriate reason
• enter a clear and factual description
• complete the outcome against the correct prospect
• avoid using a generic reason when a more accurate option exists
• update the prospect status only when no further follow-up is required
• schedule another call or appointment where the prospect is still undecided

Export Option

A download or export icon may be available in the top-right corner of the report.

Use this where a copy of the report is required.

The available format may depend on staff permissions and Clubfit configuration.

Important Notes

A prospect should generally only be marked Not Interested when no further active follow-up is required.

Where the prospect is still considering their options, a status or follow-up activity that keeps them in the sales process may be more appropriate.

The reasons available in this report depend on the club’s configured lookup values.