Optimize your sales funnel and convert more prospects into loyal members.
7 articles in this category
Configure your sales pipeline stages, assign staff, and customize your lead workflow.
Build custom lead capture forms, add fields, and embed them on your website.
Use the visual Kanban board to track, filter, and manage leads through your sales pipeline.
Understand how Pulse AI scores your leads from 0-100 and how to use scores to prioritize follow-ups.
Convert a lead into a paying member with one-click conversion, plan assignment, and card enrollment.
Set up automated follow-up sequences, email/SMS templates, and staff reminders for leads.
Diagnose and fix issues when lead form submissions are not showing up in your pipeline.