GymLeads

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Taylor Bradfield

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

How It Works

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

Funnel Audience Filters and Triggers

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

Custom Mail Merge Tags

Lead Settings

Introducing the new GymLeads Front Desk App

Front Desk Kiosk

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

Email to Lead Maps & Reinquiries

Using tags to filter through your reports and marketing

Sales Dashboard

How to best use and read the management dashboard

Using the Management Dashboard

Make sure you never miss a message again!

Shared Inbox

Learn how to add and manage deals for your company

Setting Up Deals

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

Trials

How to view you and your team mates schedules

The Calendar

Learn how to customise your locations' opening hours

Adding Location Hours

General

How can GymLeads help automate your lead capture?

Capturing new leads

Assigning a lead to a member of your sales team

Assigning new leads

Editing, updating and managing leads in GymLeads

Managing your leads

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

How to re-assign a Lead

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

Auto-assigning leads

Closing With a Deal

Capture walk in leads via the Kiosk iOS app

GymLeads Kiosk iOS App

Leads

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

Tracking Calls Based On Salespeople

Automatically schedule customised reports to a chosen user

Automatic Reporting

Undersand how effective your trials are at converting leads

Trials Report

Reporting on your Locations overall Sales Performance

The Sales Performance Report

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

Lost Leads Report

To understand which of your deals/memberships are more popular

Deals Report

Report to gauge sales team assignment and closure rate

Lead Allocation Report

How to use and understand the leads report

Leads Report

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

The Time Taken Report

Learn more about the Activity Report and how to use it

The Activity Report

Reports

Describing the different outcomes for calls and appointments

Appointment and Call Outcomes

How to make sure transactional content reaches leads through a funnel

Setting up funnels with transactional messages and emails

Sending an SMS

Top-up up SMS credit

Sending an email

Why do we give you a GymLeads email address?

Your GymLeads Email Address

Communication

Set up and manage call schedules with automated follow up messages

Creating Call Schedules

How call schedules make working with leads easier

Working with a lead in a call schedule

Call schedules

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company

Tickets portal

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