A lead is considered as a potential client who has shown interest, but has not yet committed to purchasing a package or membership or any service.
There are 2 ways to add a new lead into the system;
1. The easiest way is to go to the home screen. Front and Center you will see a Red Box with the number of leads. Click the “Plus or Add symbol” and enter the Information for the Lead.
1. Go to the Home Dashboard
2. Locate the Leads Box
3. Click “Add” or “Plus Sign”
4. Enter information
2. The second way is if you are already in the clients’ section of the platform.
1. Go to the Clients Tab
2. Select the Leads Tab
3. Add Lead
4. Enter Information
how do I take someone who was entered as client and make them a lead?