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How can I track my sales pipeline?

Track and manage your leads under Leads >> Manage.

Use Leads >> Manage to track every lead through your sales pipeline, from first contact until they become a member.

What you can see

Each lead's row shows their Name, Email, Mobile, Last Contacted and Next Follow Up dates, Referrer, the date they were Captured, their number of Bookings, Attendance, Status and the date their Waiver Signed.

To narrow the list, use the filters at the top:

  • Location: the location the lead belongs to.
  • Status: Pending, Drop-In, Contacted, Needs Follow Up, Requested Demo, Converted, Other or Lost.
  • From: how the lead came in: Lead Widget, Referred or Drop-In.
  • Search: find a lead by name.

To sort the list, click a column heading. To download it, click CSV Export.

Move a lead along the pipeline

Update a lead's status and follow-up dates as you work with them:

  1. Click the ⋮ (Actions) menu next to the lead and choose Edit.
  2. Change the Status, and update Last Contacted, Next Follow Up and Notes as needed.
  3. Click Submit.

Other actions on a lead

The ⋮ (Actions) menu also lets you:

  • View Bookings: see the classes the lead has booked.
  • Convert to Member: turn the lead into a member. See How do I convert a lead into a member?
  • Generate Invoice: create an invoice for the lead. Lead invoices are under Accounts >> Invoices with Member Type set to Lead.
  • Assign New Waiver: assign a new waiver to the lead.
  • Delete: remove the lead.

To delete several leads at once, tick them and click Delete under Bulk Actions.

Your Dashboard also shows a Pending Leads list, so you and your staff can see who still needs a follow-up.