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Knowledge Base
Connect and Promote
Leads
Summary tab
(5 Articles)
Calls tab
(2 Articles)
Messages tab
(2 Articles)
Reach-outs & Nurturing tab
(2 Articles)
Forms tab
(2 Articles)
Consultations tab
(3 Articles)
14 Articles
Adding/creating a new lead
Lead listing
The lead record
Sending a form or questionnaire
Categorisation tags
Lead journey point
Assigning a campaign to a lead
Booking a lead into a marketing session appointment
Recording or scheduling a lead call
Creating a DropSlot booking for a lead
Assigning an ad hoc DropSlot invitation to a lead
Converting a lead to a member
Ingesting leads from Meta
Sending an ad hoc QuikPay payment link