Manage Leads

The sole objective of your lead pipeline is to move your leads through to one of two outcomes as fast as possible, either they purchase your products and services or you mark them as not currently interested.

During this process you will be conducting activity related to each lead like calling, speaking to, email and more in an effort to sell your services. During this you can move the lead through your sales pipeline to reflect where the lead is at in their sales journey and what needs to be done next.

Create A Task To Follow Up

With any luck you will have hundreds of leads, it's impossible to keep track of all of them, especially if your working as a team. Create tasks to schedule what you need to do next on each lead.

To create a task:

1. Navigate to the Leads page

2. Click into the Task field on the lead card

3. Type a task into the field and press enter

Make Notes Of Your Interactions

To ensure important things are forgotten and that team members have all the information they need to manage a lead if they havent been the one interacting with them from the start, make notes to keep everyone in the loop.

To make a note:

1. Navigate to the Leads page

2. Click in the Notes field on the lead card

3. Write your note and press enter

Change The Lead Status

To move the lead through your pipeline:

1. Navigate to the Leads page

2. Click and hold the drag handle and drag and drop to the appropriate status

Mark A Deal Closed Or Lost

Sell the lead one of your products or services, in this case the lead will automatically be marked as a "Deal Closed". You can also manually change the lead status to "Deal Closed".

Alternatively if the lead is not interested in your products or services mark the lead as "Deal Lost" to remove the from your pipeline.

Managing Leads in Bulk

It might be best to manage leads on an individual basis, but if you’re short on resources, Gymflow still offers efficient ways to nurture your leads.

Sending Bulk Emails / SMS

1) Go to the Leads tab

2) Click this button in the top right corner to shift to List view

3) Click Filters and apply the filters you need to select the leads you’d like to target. For example, you can use the Lead Status filter and select New Lead to make sure that only the leads who haven’t been contacted yet receive your email.
4) Tick the box in the top left corner to select all leads

5) Click the Email or SMS icon

6) Compose the message and click Send

Once you’ve contacted your leads, you can bulk change their status.