How Do I Create a New Lead?

Leads can be tracked with Wodify. Tracking leads allows you to manage, contact and update the status of your lead through your sales process.

Leads can be created 3 ways:

1. Manually create a Lead in Wodify
2. Prospect visits your website and submits a contact form
3. Prospect sends an SMS to your gym

Once a lead is in Wodify, admins and managers can log phone calls, emails, notes, and add attachments to the lead. Once the lead is ready to try your On-Ramp/Preliminary program, the lead can be converted.

Admins, Managers, and Coaches have the ability to create new leads within Wodify.  To manually create a Lead from within Wodify:

1. Log into Wodify Admin
2. Go to People / Leads
3. Click '+ New Lead'
4. Fill out all required fields:
• Name
• Email
• Status
5. Click either 'Create' or 'Create & Edit'
• Create will save the lead profile and take you back to the lead list
• Create & Edit will save the lead profile and take you to the newly created profile to view and make edits