Section
Leads and trials
Capture leads, book trial visits, work the pipeline, and convert a family into members.
- Create a lead and schedule a trial Create an inquiry and schedule a program trial. The lead appears in the pipeline with the scheduled trial date and program.
- Work the lead pipeline Move leads through follow-up and trial states and record communication. Pipeline changes, follow-up dates, trial attendance, and communication notes persist…
- Review a lead record Open a lead record and review its lifecycle, activity, and safe contact context. The canonical lead route shows permitted details and links to the next action.
- Convert a lead Convert a lead into a new or deliberately selected returning member. The lead leaves the active pipeline and the resulting member opens without an implicit…
- Find and archive leads Use recent or complete lead tables and archive or restore a lead. Search and status filters retain context and archived leads leave the active pipeline…