🚧 These docs are a work in progress. The information here may not be complete or accurate.
- Where to find submitted leads in Kanri
- What information each lead record contains (name, contact details, referral source, trial booking details, waiver status)
- Sorting and filtering leads (by date, status, referral source)
- Converting a lead into a member: what information carries over automatically
- Archiving or deleting leads you’re no longer pursuing
- Following up with leads: sending a message from the lead record
