Sales Pipeline • User Guide

CRM & Lead Management Setup & User Manual

Updated 2026 5 min read

All 25 Module Guides

API Access & Integration Billing, Subscriptions & Payments Biometric Access Control Broadcast & WhatsApp Classes & Scheduling POS & E-Commerce CRM & Lead Management Custom Domain & SSL Expense Management Financial Reports & P&L Analytics Gym Core & Fitness Vertical Inventory & Equipment Member Management & Portal Mobile App & Member Portal Multi-Location Management Offers, Promotions & Referrals Personal Training Touchless QR Attendance Role-Based Access Control & Audit Real Estate Vertical Engine Analytics, Reports & Finance Social Media Marketing Staff, Payroll & Expenses Website Builder & CMS WhatsApp Automation & Messaging

1. Module Overview & Prerequisites

Convert more prospects into members with structured lead tracking. Manage inquiries, schedule follow-ups, and monitor conversion rates.

Prerequisites Before Setup

  • Active GymFlow360 Admin account privileges
  • Configured facility location profile
  • Internet connectivity for real-time synchronization

2. Step-by-Step Configuration Walkthrough

01

Step 01: Action Procedure

Capture prospective leads automatically from web forms, walk-ins, or phone calls.

02

Step 02: Action Procedure

Assign leads to sales staff and track status (New, Trial, Follow-Up, Won, Lost).

03

Step 03: Action Procedure

Schedule automated call reminders and follow-up tasks for sales reps.

04

Step 04: Action Procedure

Convert won leads into registered members with a single click.

3. Practical Operational Use Cases

Logging walk-in prospective members at front desk reception.
Scheduling follow-up sales calls after 3-day trial passes expire.
Tracking lead acquisition performance across Google Ads and Instagram.
Monitoring sales representative conversion rates.

4. Key System Benefits & Capabilities

  • Inquiry tracking
  • Follow-up scheduling
  • Conversion analytics
  • Source attribution
  • Pipeline management
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