What This Screen Does
This is where you see all your leads in one place. A lead is someone who has shown interest in your gym — maybe they attended a trial class or were referred by an existing member — but has not yet signed up for a full membership. Think of it like a list of potential new members you want to follow up with. You can filter leads by their status, search for specific people, and export the list to a spreadsheet.
How to Get There
Open the dashboard.
In the left-hand menu, click Lead.
You are now on the Lead List screen.
Step-by-Step Guide
1. Understand the Status Tabs
At the top of the list you will see four tabs. Each tab filters the leads by their current status:
Tab | What It Shows |
All | Every lead in the system, regardless of status. The count badge shows the total number. |
Potential | Leads who have not yet converted or been marked as lost. This is the default view when you open the page. |
Won | Leads who successfully converted into a paying membership. |
Lost | Leads who did not convert — they decided not to join. |
Click any tab to switch the view.
The colored badge next to each tab label shows how many leads are in that category.
2. Search for a Lead
Use the Search text field at the top of the table.
Type a name or keyword and the list will update automatically.
To clear your search, delete the text in the search field.
3. Read the Table
Each row in the table represents one lead. Here is what each column means:
Column | What It Shows |
Name | The lead’s name, profile photo, and email address. |
Referred date | The date the lead was first recorded in the system. |
Class | The class the lead participated in (if any), the date they attended, and their participation status (e.g. On Time, Signed Up, On Waiting List). |
Referred by | The existing member who referred this lead (if applicable), including their photo and email. |
Converted to | The name of the membership the lead signed up for, if they converted. This is blank for potential or lost leads. |
Status | A colored chip showing Potential (yellow), Won (green), or Lost (red). |
4. Sort the Table
Click any column header to sort the table by that column.
Click the same header again to reverse the sort direction (ascending ↔︎ descending).
5. View a Lead’s Profile
Click the three-dot menu (⋮) on the right side of any row.
Select View from the dropdown.
You will be redirected to that person’s member profile page.
Alternatively, you can click directly on a row to navigate to the member’s profile.
6. Export Leads to CSV
Click the three-dot menu (⋮) next to the search field (top-right area of the toolbar).
Select Export.
A CSV file named
result.csvwill be downloaded to your computer.The export respects your current filters — if you are viewing only “Won” leads, only those will be exported.
7. Send an Email to Leads
Click the three-dot menu (⋮) next to the search field.
Select Send mail to leads.
You will be redirected to the newsletter creation screen, pre-configured to target leads.
8. Adjust Pagination and Density
At the bottom of the table, use the pagination controls to:
Change the number of rows shown per page.
Navigate between pages using the arrow buttons.
Toggle Dense mode to make rows more compact, fitting more leads on screen at once.
9. Clear Filters
If you have applied a search or changed the status tab away from the default, a filter summary bar appears above the table.
Click the Clear button (with the trash icon) to reset all filters back to their defaults.
What Happens Behind the Scenes
You open the Lead List page
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API call: GET /api/leads
(with current page, page size, sort, status filter, and search)
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Server returns the list of leads + total count + stats (in headers)
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Table displays the leads
Stats update the tab count badges (All, Potential, Won, Lost)
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(When you change a filter, sort, or page)
The same API call fires again with updated parameters
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Table and counts refresh automatically
When you export:
You click "Export"
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API call: GET /api/leads
(with Accept: text/csv header, same filters, max page size)
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Server returns CSV data
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Browser downloads the file as "result.csv"
Troubleshooting
“I do not see any leads in the list”
Check which status tab is selected. If you are on “Won” but all your leads are still potential, the list will appear empty.
Click the All tab to see every lead regardless of status.
Make sure you have the correct gym/location selected in the dashboard header. Leads are filtered by the currently selected gym.
“My search is not returning any results”
Double-check your spelling. The search matches against lead names.
Clear the search field and try again with fewer characters.
Make sure you are on the All status tab — if you are on “Won” and searching for a potential lead, it will not appear.
“The export file is empty or missing data”
The export uses the same filters as the current view. If you have a status filter or search active, only matching leads will be exported.
Switch to the All tab and clear the search field before exporting if you want every lead.
If the file still appears empty, you may not have any leads in the system yet.
“I clicked on a lead but ended up on the wrong page”
Clicking a lead row or selecting View from the menu takes you to the member’s profile page, not a separate lead detail page.
Leads are linked to member accounts. The profile page is where you can see all their information, memberships, and history.
“The count badges on the tabs do not match what I expect”
The counts come from the server each time the list loads. They reflect the total across all pages, not just the current page.
If another team member recently updated a lead’s status (for example, converting a potential lead to “Won”), refresh the page to see the latest numbers.
“I cannot find the Export or Send Mail option”
These options are hidden behind the three-dot menu (⋮) icon next to the search field in the toolbar area.
Click that icon to reveal the dropdown with Export and Send mail to leads.
“The table is loading slowly”
If you have a very large number of leads, try reducing the rows per page using the pagination controls at the bottom.
Apply a status filter (e.g. view only “Potential”) to reduce the amount of data loaded.
Check your internet connection — the data is fetched from the server each time you change filters or pages.
“I want to delete a lead but there is no delete button”
The Lead List screen is read-only. You cannot delete individual leads from this view.
Leads are automatically tracked by the system based on class participation and referrals.
If you need to remove a person entirely, go to their member profile and manage their account from there.