Lead Management
How leads work
When someone saves their personal details on your Lead Page,
Kanri creates a profile with the type Lead, or reuses a matching existing lead. They do not
have to finish every later step before the profile exists. You can also
add a profile manually and choose Lead.
A Lead profile works exactly like any other member profile. You can add notes, send messages, view attendance, and assign a membership. The Lead type is just a label that tells you this person hasn’t committed yet.
Each Lead has a lead status that tracks where they are in your pipeline:
Status
Meaning
New
Just submitted the lead form or was added manually. No one has followed up yet.
Contacted
Someone from your school has reached out to them.
Qualified
The lead is interested and likely to join.
Trial
A follow-up label you can choose for someone trying your school.
Converted
A follow-up label you can choose when someone joins.
Lost
No longer interested — not going to join.
To update a lead’s status, open their member profile and click Edit. The Lead Status field is on the edit form.
Lead status and profile type are separate. A trial booking or subscription does not automatically
set the lead status to Trial, and changing the profile type does not automatically set it to
Converted.

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