Change the Lead details/Status

How to change the details of a lead
B
Written by Bojana
Updated 3 months ago

To change a lead's details:

  1. Under GROWTH go to Leads
  2. Using the search icon 🔍type in the name of your lead
  3. Click the lead’s profile
  4. Editing lead's details
    1. Enquiry: can be edited but the user needs to type in manually. 
    2. Source: picked up from the way the lead came through to the gym. For example, shows mobile if registered through mobile etc.
    3. Date of Enquiry: Automatically set to the date the lead was created.
    4. Name, DOB, Phone Numbers and Email: Can be edited and saved.
  5. Status can be changed by clicking the stage on the Lead list page.
  6. 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

Did this answer your question?