Lead groups

Lead groups are a valuable feature within GymOS. They allow you to group leads together. These groups may then be used in numerous functions within GymOS.

Lead groups are administered by either selecting Lead Groups from the Settings section of the main navigational menu, or by selecting Lead Groups within the Lists and Groups area.

Lead Group Listing

The Lead Group Listing provides the list of all current lead groups.

There are three types of lead group:

• System
  These groups are generated and maintained by GymOS. They may not be edited or deleted, and the leads within them are determined by the system.
• Static (manually populated)
  Leads are added to the group manually from the summary tab of the lead record.
• Dynamic (automatically populated)
  You specify criteria for the group, and GymOS automatically maintains the group to include only leads that meet those criteria.

You may add a new lead group by clicking the Add button. Existing groups may be edited by clicking the icon. Non-system groups may be deleted by clicking the icon.

Configuring a lead group

The process for creating or editing a lead group is functionally identical.

You provide a Group name and specify the Group type (static or dynamic). If you select dynamic, additional options become available.

Configure the criteria as you wish. Note: Criteria are ANDed, to wit, any lead added to the list must meet all specified criteria.

Don’t get caught out by timing

To ensure that the GymOS system performs efficiently, dynamic groups are cached for up to 3-minutes. This means that changes to the group may not be visible for up to 3 minutes. Therefore, any processes you implement should not rely on a group being immediately updated.

You can manually refresh the leads in a dynamic group by clicking the icon next to the group.