To add a new member or lead, go to GROWTH and select subcategory LEADS

1. Click the BLUE + button on the bottom right of the screen

2. Enter the EMAIL and click Next.

3. Fill in the ADD LEAD details

• First Name (required)
• Last Name (required)
• Email (Prefilled and not editable)
• Mobile (must add without the inital zero because the country code is specified, so for Australia, add 411352803 after +61 without the initial 0)
• Date of Birth
• Staff (assign a staff member to your lead if required)
• Address
• Enquiry (select customer enquiry type, e.g. weight loss, fitness, etc)
• Source (select where your lead came from, e.g. website, Facebook, etc)

• When creating a lead, if you select “Referral” as source, there is a Search Referral field to find an existing member and specify him or her as the referrer. See below:

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4. Click on NEXT

5. The new lead is now added to the LEADS list. A notification will be sent via the staff web portal.