If you have a new lead by phone call, walk-in, or any other means except your website, you may want to add them to the opportunities pipeline manually. They won't be there automatically if they haven't completed a form or booked an appointment in your GLM calendar.
It is best to add these contacts through Opportunities, rather than Contacts, so that both a contact and an opportunity card are generated for the lead or client at the same time.
Adding the person to Contacts only will not create an opportunity card.
How do I manually add a contact to a pipeline?
In your GLM account, select Opportunities on the left menu.
Navigate to the proper pipeline for this lead. Usually, this will be the Fitness Pipeline and will be selected by default.
On the far right of your screen, select + Opportunity.
When the pop-up appears, enter the contact's information in the upper portion. As you type the contact name, any possible matches will list in the drop-down below the Contact Name field. If one of these is the contact for whom you are adding an opportunity card, click on the name and the information will be filled into the contact fields. If this is a new contact, enter their name and then click on that name (the first one in the drop-down) to save the new contact.
If you are adding this contact as a lead, add appropriate lead tags such as fitness lead and lead. These tags will not be added automatically, as they are typically triggered by the submission of a form. If you are adding this person as a client, you can skip adding tags; the system will add them when you give the opportunity the status Won.
In the lower portion of the pop-up, add the Opportunity Name. This can be the first name only, or first and last.
Select the proper Pipeline.
Select the proper Stage (New Lead, Sales, etc.).
Set the Status field: leave it as Open for a lead, or update it to Won if you are adding this person as a client.
Optionally, fill in Opportunity Value, Business Name, and Opportunity Source.
Assign a user to the contact. You should do this so the automated emails can fill in a signature.
Click Create.
The opportunity card will populate into the pipeline and stage that you indicated in the pop-up, and the contact can now continue on the lead journey.
Adding a lead vs. adding a client
If you're adding a... | Tags | Status field |
|---|---|---|
Lead | Add lead tags such as fitness lead and lead manually | Leave as Open |
Client | Skip tags; the system adds them when the opportunity is marked Won | Update to Won |
If you have questions about adding contacts to the opportunity pipeline in Gym Lead Machine, our Support team is happy to help. Reach us at hello@usekilo.com.