How to manage the Leads tab?

This article will help you understand the capabilities of the Leads tab.

Leads are people who are not 100% sure whether or not they would be interested in signing an agreement or buying a membership. Thanks to the Leads tab you will be able to add tasks, notes or schedule meetings in order to present an offer. The tab is closely connected to the CRM, an approach to managing a club’s interaction with clients in order to study and improve the effectiveness of agreements sales in your club.

In the top part you will find the search bar and filters:

  • Date added – from 
  • Date added – to 
  • Status
    – Prosp: New – newly added profile of a lead
    – Prosp: Hot – a lead with the highest interest in the club’s offer
    – Prosp: Warm – a lead interested in the club’s offer
    – Prosp: Cold – a lead uninterested in the club’s offer
    – Prosp: Lost – a lead that has been lost
    – * the statuses can be modified to your liking in the Club settings -> CRM tab
  • Sales staff – an account manager
  • Tags
  • Source

In the top right corner you will find three icons:


 

  1. a plus icon – lets you add a new lead profile
  2. an Assign to sales staff icon
  3. a bin icon – lets you delete lead profiles

The table will show the most relevant information regarding the leads in your database, such as the first name, the last name, the current status and their contact details. The list can also be exported to Excel.

A lead profile is very similar to the regular member’s profile. Thanks to the pencil icon next to a lead’s status, you can change it according to the current interest of the lead in the club’s offer. New tasks can be added directly from the profile by using the CRM tab. In a situation in which a lead is interested in your club’s offer, select the “New agreement” button to add a membership to their profile. Once that’s done, the profile will disappear from the Leads tab and will show up in the Members tab. They will become a fully fledged member of your club and additional tabs will be unlocked.

The Leads tab is empty. Why?

Most likely the visibility of leads is set on an option that users see assigned members only. You can change that in Club settings → CRM → Visibility of leads → All members visible for all users.

Was this article helpful?

Related Articles