- Help Center
- Leads
- How do I Capture Leads?
-
Staff Management
-
Packages
-
Scheduling
-
Drop-Ins
-
Leads
-
PT Sessions
-
Workouts
-
Manage Bookings and Attendance
- How Can I Manually Book Members In?
- Can I Book Non-members Into A Class?
- Can I Book Leads Into A Class?
- The Waiting List Explained
- Checking A Member In
- Troubleshooting Bookings
- Troubleshooting QR Code
- How do I track my Member Attendance?
- Booking Badges
- Cancellation Options (Staff)
- Cancellation Statuses on Roster
-
General
- Does Octiv have Access Control Set up & How can I Control Access for Entry?
- How to Enable and Disable a Package from the Signup Widget
- Package Sign Up Settings through the Widget:
- Sign Up Widget Explained
- Widget Set Up and Integrations
- How do I change my Logo/ Signature/ Reply to email/ Disable or Enable Comms?
- How to adjust members booking view
- App: Buy packages
- COVID-19 Feature
- Exports
-
Accounts
-
Comms
-
Paystack (Online ADHOC payments RSA only)
-
Netcash (RSA only)
-
Three Peaks (RSA only)
-
Stripe (Online ADHOC payments Rest of the World)
-
Members
How do I Capture Leads?
The leads functionality is a vital part in gaining member acquisition and tracking the leads through the sales pipeline.
The leads functionality is a vital part in gaining member acquisition and tracking the leads through the sales pipeline.
There are two ways in which leads can be captured in Octiv: by using the leads widgets, or by manually capturing your leads.
MANUALLY CAPTURING LEADS
Left hand Menu > Leads > Manage > Create Lead > Fill in details > Submit
Sections Explained:
- Location: Assign your lead to the correct location if you have more than one facility loaded to your platform.
- Referred By: This is the person who has referred the lead to your facility.
- Source: This is where your lead originated from for example; walk-in, Facebook, website.
- Status: Assign your leads a status to track them through the sales pipeline i.e. from when a lead is added to conversion.
- Last contacted and next follow up: Dates can be set and updated to when the prospective lead was last contacted and the due date for their next contact point.
- Additional notes: Conversations, needs and reminders can be added to the notes section. This helps you to get an understanding of who the lead is and the sales approach for this lead.
On the dashboard, you will find a leads widget. This will help you and your staff to keep track of their assigned leads and to follow up with them.