Club OS
Updated :
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Method 2 - How to Add Lead Notes Through the Follow-Up Window
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Method 3 - How to Add Lead Notes Through the Direct Contact Window
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Method 4 - How to Add Lead Notes While Adding a New Lead
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Method 5 - How to Add General Notes Through the Fitness Profile
Method 4
This method is only accessible when creating a new lead, typically from a telephone inquiry (TI), web lead, walk-in, or referral. It is especially well suited for logging additional information about a prospect in order to customize their membership pitch. For more info on creating new leads, click here.
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First, hover over the ‘Add New’ button located at the top of the page. The drop-down menu will activate.  From the drop-down menu, select ‘Lead’.  > Add > New Lead |
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The ‘Notes’ section is located near the bottom of the page. Specifically, below the ‘Guest Pass / Missed Guest’ section. Here, log any helpful information about a prospect’s interest in the club that was not previously covered such as fitness goals, family status, employment specifics, lifestyle, ETC.  Select the ‘Create New Lead’ button when the Add a New Lead form is complete. Information logged into ‘Notes’ will immediately be stored on the prospect’s profile under ‘Lead Notes’ section.  > Input Notes > Create New Lead |
Method 5 - How to Add General Notes Through the Fitness Profile >
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