How to get here
Go to Members in the left menu.
Select Leads.
You are now on the Lead list.
Step-by-step guide
Understand lead statuses
At the top of the Lead list you find tabs based on status. All: Shows all leads regardless of status. Potential: Leads that have not yet been converted and are not marked as lost. This is the default view. Won: Leads that have been converted to a paid membership. A lead is automatically changed to Won when the person creates a paid membership. Note: A Drop-In membership does not count as a paid membership. Lost: Leads that have not converted within the first month. The status changes automatically. A Lost lead can still be converted within 3 months of creation — in that case the status changes to Won.
View lead information
Each lead is shown as a row in the table with the following fields: Name: The lead's name, profile picture and email address. Referral date: The date the lead was created. Class: Any classes the lead has attended, with date and attendance status. Referred by: Which member referred the person, if relevant. Converted to: Which membership the person has bought, if the lead has been converted. Status: Whether the lead is Potential, Won or Lost.
Search for a lead
Use the search field at the top of the list and type the person's name. The list updates automatically as you type.
Open a lead's profile
Click directly on the lead in the list, or click the three-dot menu (⋮) and select View. You are taken to the person's profile with further information, memberships and history.
Export leads
Click the three-dot menu (⋮) next to the search field.
Select Export.
The export uses the filters you currently have selected. If you are only showing Won, only those leads are exported.
Send email to leads
Click the three-dot menu (⋮) next to the search field.
Select Send email to leads.
You are taken to email creation where leads are already selected as recipients.
Adjust the view
You can adjust the view by switching between status tabs, searching for specific leads, changing the number of leads shown per page, or enabling compact view.
Do you need help?
Contact support and include information about:
What you were trying to do
When the problem occurred