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Capture & Manage Leads

Converting Leads

Learn how to covert leads into regular users.

Written By Isaac Buchanan

Last updated 6 days ago

Leads typically don't have accounts with Gymflow, they are just listed in your system so that you can follow up with them.

Users with accounts will have a user name and password and are able to sign into the members app to purchase or book.

When you hover over a lead in the pipeline you will see one of two buttons:

  1. Setup Account, this means the lead does not have an account

  2. View Profile, this means the lead already has an account

When you sell a lead something, an account is automatically created for the lead.

Setup an account for a lead

To setup an account for a lead manually:

  1. Navigate to the Leads page

  2. Hover over the lead you want to convert

  3. Click Setup Account

  4. Fill out any required fields and click Create

The user will then receive an email with instructions to create their password.

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