Follow

Assigning Members and Leads to Staff

You may run a gym structure where you assign Leads and/or Members to specific Staff members for mentoring and followups. There are 2 ways to do this.

Assigning Leads to Staff

  1. Start in Leads section
  2. Go to 'Lead Detail' by clicking the 3 dots contact menu of the lead you want.
  3. Use the 'Assigned To:' dropdown to select the appropriate Staff member.
  4. Hit the 'Submit' button

 

Assigning Members to Staff

  1. Start on the relevant Members Detail/Profile page.
  2. Select 'Edit Personal Info' button in right column.
  3. In the 'Access' section, use the 'Assigned To:' dropdown to select which Staff they are assigned to.
  4. Hit the 'Save' button.

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