How It Works

Learn how to use the GymLeads platform to manage leads, track targets and measure your KPIs.

38 articles in this collection
Written by Aron and Taylor Bradfield

General

Custom Mail Merge Tags

Create customer merge fields and tags for templates, bulk messages and funnels.

Written by Taylor Bradfield
Updated over a week ago

Funnel Audience Filters and Triggers

An entire list of all the filters and triggers that can be used in funnels

Written by Taylor Bradfield
Updated over a week ago

Lead Settings

Written by Taylor Bradfield
Updated over a week ago

Front Desk Kiosk

Introducing the new GymLeads Front Desk App

Written by Taylor Bradfield
Updated over a week ago

Email to Lead Maps & Reinquiries

How to setup your website integration to not affect old leads/members

Written by Taylor Bradfield
Updated over a week ago

Tags

Using tags to filter through your reports and marketing

Written by Taylor Bradfield
Updated over a week ago

Sales Dashboard

How to best use the sales dashboard as your daily guide

Written by Taylor Bradfield
Updated over a week ago

Using the Management Dashboard

How to best use and read the management dashboard

Written by Taylor Bradfield
Updated over a week ago

Shared Inbox

Make sure you never miss a message again!

Written by Taylor Bradfield
Updated over a week ago

Setting Up Deals

Learn how to add and manage deals for your company

Written by Taylor Bradfield
Updated over a week ago

Trials

Keep track of leads in a trial and when they will finish.

Written by Aron
Updated over a week ago

The Calendar

How to view you and your team mates schedules

Written by Aron
Updated over a week ago

Adding Location Hours

Learn how to customise your locations' opening hours

Written by Taylor Bradfield
Updated over a week ago

Leads

Capturing new leads

How can GymLeads help automate your lead capture?

Written by Taylor Bradfield
Updated over a week ago

Assigning new leads

Assigning a lead to a member of your sales team

Written by Aron
Updated over a week ago

Managing your leads

Editing, updating and managing leads in GymLeads

Written by Aron
Updated over a week ago

How to re-assign a Lead

Sometimes you will need to transfer leads between users. This article explains how to re-assign a lead to a different user.

Written by Taylor Bradfield
Updated over a week ago

Auto-assigning leads

For clubs that want to assign all leads to a single user

Written by Aron
Updated over a week ago

Closing With a Deal

Keep track of your different deals

Written by Aron
Updated over a week ago

GymLeads Kiosk iOS App

Capture walk in leads via the Kiosk iOS app

Written by Aron
Updated over a week ago

Reports

Tracking Calls Based On Salespeople

There are a few ways to track calls in our reporting section.

Written by Taylor Bradfield
Updated over a week ago

Automatic Reporting

Automatically schedule customised reports to a chosen user

Written by Taylor Bradfield
Updated over a week ago

Trials Report

Undersand how effective your trials are at converting leads

Written by Taylor Bradfield
Updated over a week ago

The Sales Performance Report

Reporting on your Locations overall Sales Performance

Written by Taylor Bradfield
Updated over a week ago

Lost Leads Report

Report to gauge how, why and when you are losing leads

Written by Taylor Bradfield
Updated over a week ago

Deals Report

To understand which of your deals/memberships are more popular

Written by Taylor Bradfield
Updated over a week ago

Lead Allocation Report

Report to gauge sales team assignment and closure rate

Written by Taylor Bradfield
Updated over a week ago

Leads Report

How to use and understand the leads report

Written by Taylor Bradfield
Updated over a week ago

The Time Taken Report

Learn how to use the Time Taken report to understand how long key tasks are taking in your sales process

Written by Taylor Bradfield
Updated over a week ago

The Activity Report

Learn more about the Activity Report and how to use it

Written by Taylor Bradfield
Updated over a week ago

Communication

Appointment and Call Outcomes

Describing the different outcomes for calls and appointments

Written by Taylor Bradfield
Updated over a week ago

Setting up funnels with transactional messages and emails

How to make sure transactional content reaches leads through a funnel

Written by Taylor Bradfield
Updated over a week ago

Sending an SMS

Communicating with leads via SMS

Written by Aron
Updated over a week ago

Top-up up SMS credit

How to add funds to your SMS balance

Written by Aron
Updated over a week ago

Sending an email

Communicating with leads via email

Written by Taylor Bradfield
Updated over a week ago

Your GymLeads Email Address

Why do we give you a GymLeads email address?

Written by Aron
Updated over a week ago

Call schedules

Creating Call Schedules

Set up and manage call schedules with automated follow up messages

Written by Aron
Updated over a week ago

Working with a lead in a call schedule

How call schedules make working with leads easier

Written by Aron
Updated over a week ago