How to Leads Add & Manage Fit+club App

The Fit+club mobile app provides robust lead management features, allowing you to track potential customers, manage their status, communicate effectively, and convert them into active clients.

Feature Overview #

The Leads management section enables you to:

• Add new leads quickly.
• Organize leads by status (All, Open, Closed).
• View detailed lead information, including contact and follow-up data.
• Communicate directly with leads via WhatsApp.
• Convert leads into parties, integrating them into your client base.
• Edit or delete lead records.

➕ Adding a New Lead #

Adding a new lead is the first step in nurturing potential customers.

Step-by-Step Instructions: #

1. Navigate to the Leads Section:
   • Log in to your Fit+club account on your mobile device.
   • From the bottom navigation bar, tap the “Memberships” icon. This will take you to the Membership dashboard, displaying an overview of your current memberships.
   • From the “Membership” dashboard, you can tap the three-dot menu at the top right, and then select “Leads“ from the dropdown.
2. Initiate Lead Creation:
   • On the Leads list screen, locate and tap the “+ Lead” button at the bottom right corner of the screen.
3. Enter Lead Details:
   • You will be presented with a form to enter the lead’s information. This typically includes:
     • Name.
     • Phone Number.
     • Lead Status: Initially, this will likely be “New” or “Open.”
     • Product: (Optional) If the lead is interested in a specific product or package (e.g., “pack1”).
     • Follow-up Date: A crucial field to set a reminder for your next interaction (e.g., “2025-07-24”).
     • Notes: (Optional) Any additional remarks or details about the lead.
4. Save the Lead:
   • After filling in the details, tap the “Save” or “Add” button (not explicitly visible in the provided image, but a standard app function) to add the lead to your list.

Managing Leads: List View and Statuses #

The Leads list provides an organized view of all your potential customers, allowing you to filter them by their current status.

Lead List View: #

1. Upon entering the “Leads” section, you will see a list of all recorded leads.
2. Each lead entry displays:
   • Lead Name.
   • Mobile Number.
   • Followup Date.
   • Lead Status (e.g., “New”).
   • A WhatsApp icon for quick messaging.
   • A check-mark icon (possibly indicating an action or status change).
3. Filtering Leads by Status: At the top of the Leads list screen, you’ll find tabs to filter your leads:
   • All: Displays all leads regardless of their status.
   • Open: Shows leads that are still active and require follow-up.
   • Closed: Displays leads that have been converted, lost, or otherwise resolved.
4. You can use the “Search…” bar to quickly find a specific lead or the filter icon on the top right for more advanced filtering options.

Lead Details: In-depth Management #

Tapping on an individual lead from the list opens the “Lead Details” screen, providing a comprehensive view and options for managing that specific lead.

Accessing Lead Details: #

1. From the Leads list view, tap on the desired lead.

Understanding Lead Details: #

• Basic Information:
  • Name.
  • Phone Number.
  • Lead Status (e.g., “New”).
  • Product.
  • Follow-up Date.
• Notes Section:
  • This section allows you to add and view notes related to your interactions with the lead. It helps in keeping track of conversations, progress, and important information (“No notes yet!” if empty). You can “Type a message…” at the bottom to add new notes.
• Direct WhatsApp Communication:
  • A prominent WhatsApp icon is available at the top right of the Lead Details screen. Tapping this will directly open WhatsApp, allowing you to send a message to the lead’s registered phone number.

Lead Actions (Three-dot Menu): #

At the top right corner of the Lead Details screen, there’s a three-dot menu icon. Tapping this reveals a dropdown with crucial actions:

• Convert to Party:
  • This is a key function to convert a prospective lead into an actual customer or “Party” in your system. Tapping this option will likely initiate a process to create a new customer record based on the lead’s information.
• Edit:
  • Tap “Edit” to modify any of the lead’s details, such as their name, phone number, product interest, or follow-up date. This is similar to the initial lead creation screen.
• Delete:
  • Tap “Delete” to permanently remove the lead record from your system. A confirmation prompt will typically appear before deletion.

By utilizing these features, Fit+club allows for efficient tracking and conversion of leads, contributing to business growth and effective customer relationship management.