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    Lead Pipeline & CRM

    Optimize your sales funnel and convert more prospects into loyal members.

    7 articles in this category

    1

    Setting Up Your Sales Pipeline

    Sales pipeline setup in GymPoint: configure stages from New to Won, customize and reorder them, and assign staff as lead owners.

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    2

    Creating & Customizing Lead Forms

    Lead capture forms in GymPoint: build custom fields, brand the form, and embed it on your website or share a public link to collect new leads.

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    3

    Managing Leads in the Kanban Board

    The GymPoint Kanban board lets you drag leads between pipeline stages, view lead details and scores, filter and sort cards, and add notes and tasks.

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    4

    AI Lead Scoring Explained

    Pulse AI lead scoring in GymPoint explains how leads are scored 0-100 from engagement and behavior, and how to prioritize follow-ups by score.

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    5

    Converting Leads to Members

    Converting leads to members in GymPoint: review contact details, assign a membership plan, enroll a card on file, and confirm the new member.

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    6

    Follow-up Automations & Reminders

    Follow-up automation in GymPoint: build timed email and SMS sequences, create reusable templates, and set staff reminders for leads.

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    7

    Troubleshooting: Form Submissions Not Appearing

    Troubleshooting missing lead form submissions in GymPoint: fix embed code, CORS domain issues, spam filter false positives, and check submission logs.

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