A lead is a potential customer who becomes a member when they complete a purchase or booking in the Prospect Portal. An internal user may also create a booking or contract on the lead's behalf.
Leads can be associated with multiple properties, but they can only have one primary property, which is the property the lead visits or does business with most regularly.
This article is part of the Kube customers setup flow. For more information, see Customers setup checklist.
NOTE: Depending on your assigned role and permissions, and the version of Kube your organization uses, some or all these menus or services may not be available or displayed.
To add a lead
Select Leads in the top menu.
Click the Add Lead button. The New Lead window appears.
Complete the fields. For field descriptions, see the New Lead Screen Reference at the end of this article.
Click Next. The New Company window appears.
Either create a new company or select an existing company by selecting the Existing Company radio button. For field descriptions, see Adding a company.
Click Save.
TIP: This is the last step in setting up leads. For more information, see Customers setup checklist.
New Lead Screen Reference
Lead Occupation | Lead's job or profession. |
Culture | Lead's culture setting.
NOTE: Culture settings are regional settings that control the formatting of dates, times, and addresses in the Member Portal, should the lead convert to a member. The lead's culture setting also determines date formatting in emails they receive. |
Date of Birth | Lead's date of birth. |
Lead Type | Lead's user type.
NOTE: The user type describes the services and spaces the lead purchases from you. For more information, see Adding a user and company type. |
Kube validates that the lead email is unique when you convert the lead to a member. This also acts as the lead's username when logging into the Prospect Portal. | |
Primary Property | Property where the lead visits or does business most regularly. |
Opt-out of marketing | Select whether the lead would like to receive promotional emails from your organization. |
Additional Companies | Select additional companies the lead belongs to. This section only appears if the Additional Companies service has been subscribed to. |
Mailing Address | Enter the lead's mailing address. Kube uses Google autocomplete to verify the address. Select the address from the options that appear below the address field as you type.
NOTE: You can select the Do not use Google autocomplete option to manually enter an address. Kube displays additional address fields. |
Other Address | Enter an additional address for reference purposes. Kube uses Google autocomplete to verify the address. Select the address from the options that appear below the address field as you type.
NOTE: You can select the Do not use Google autocomplete option to manually enter an address. Kube displays additional address fields. |
Assigned Internal User | Internal user assigned to manage the lead. |
Odds | How likely the lead is to become a member. |
Lead Status | Classification that provides details about the lead's progress towards becoming a member.
TIP: You can add custom lead statuses in the System Settings. For more information, see Customizing lead status labels. |
Lead Status Change Reason | Reason for a lead's status change. This field only becomes available once the Lead Status is selected.
NOTE: If you select Dead Lead in the Lead Status field, you must enter a comment in the Lead Status Change Reason field. |
Source Major | How the lead becomes your customer.
NOTE: Majors and minors are used to track how your customers became your customers. For more information, see Adding a major and minor category. |
Source Minor | Sub-category of the selected major that describes in additional detail how the lead becomes your customer.
NOTE: Majors and minors are used to track how your customers became your customers. For more information, see Adding a major and minor category. |
Lead Other Source | Additional lead source not listed in the Source Major and Source Minor fields. |
Industry | Type of business the lead does.
NOTE: Industry types can be found in the System Settings section. For more information, see Assigning an industry type to a lead. |
Workstation Quantity | Number of desks or workstations requested by the lead. |
Next Contact Date | When an internal user needs to contact the lead for a follow up.
NOTE: This date shows in the Contact statistics on the Leads Dashboard. For more information, see Leads Dashboard overview. |
Custom Fields | In the System Settings section, you can customize the fields that appear in this section to store data specific to your organization. For more information, see Customizing user fields. |