Skip to main content

Improved CRM System

Suggest ImprovementSales

The ability to see ‘Notes’ when hoovering over a lead. To choose from a dropdown is the lead has been ‘No Answer’, ‘Spoken To’, ‘Voicemail Left’, ‘ Tour Booked’, ‘Day Pass Booked’, ‘Emailed’. To see the amount of times a lead has been called/attempted. All of the above linked to a member of staff to enable tracking KPIs.

Additionally, the ability to add a ‘Tours’ and ‘Day Pass’ to calendar with only First Name, Last Name, Email and Telephone. The option to select which of this data we would like to collect.

Posted by Emily Voaden ·
3 comments

This request was merged into another request

Comments3

  • Gymflow Support

    •

    Sep 18, 2024

    Hi @Emeli Voaden thanks for the suggestions on the CRM some great suggestions and they are approved and on the list!

    Regarding the Tours, you are able to do this already, you can offer tours by appointment. When booking the appointment the user will register as part of the follow, filling out the information you request from your forms tab. All new tour bookings are added to your new lead stage of your pipeline.

    Couple of articles that might be a great place to start to explore these options: