To change a lead's details:
- Under GROWTH go to Leads
- Using the search icon 🔍type in the name of your lead
- Click the lead’s profile
- Editing lead's details
- Enquiry: can be edited but the user needs to type in manually.
- Source: picked up from the way the lead came through to the gym. For example, shows mobile if registered through mobile etc.
- Date of Enquiry: Automatically set to the date the lead was created.
- Name, DOB, Phone Numbers and Email: Can be edited and saved.
- Status can be changed by clicking the stage on the Lead list page.
- Changing the status to Won converts the Lead to a Member.
You can also click BUMP if you wish to move your lead up the list, or delete the profile by clicking on the trash icon