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👬🏽 Members & Leads

Managing your members, leads & prospects

Prospects/Leads

Add a Lead

How to add leads

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Written by Bojana
Updated 2 days ago

Change the Lead details/Status

How to change the details of a lead

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Written by Bojana
Updated 1 year ago

Set a follow-up reminder for a prospect

How to set a reminder to follow-up with your prospects, leads & members

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Written by Bojana
Updated 1 year ago
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Members

How to manage plans for connected members

This outlines the procedure for changing a member's plan within a connected account.

Written by Soule Bolivar
Updated 1 week ago

Suspension pro rata caculation

Suspension pro rata calculation

Written by Ying Que
Updated 2 months ago

Family Members Plan

How to add, edit, manage and delete family members

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Written by Madhavi
Updated 4 months ago
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