View and Manage Leads
Leads are stored as member profiles in Kanri. Open the Leads tab on the Members list to view people who are currently leads. There is no separate lead pipeline screen.
Finding your leads
Section titled “Finding your leads”- Go to Members in the main navigation.
- Select the Leads tab.
Use name, age, and Interested in program to narrow the list. Staff with full member-view access also have Created since. Links from the Lead Funnel report can open more specific cohorts, such as people with a booked or attended trial; these are not all separate controls in the list’s filter bar.
Lead statuses
Section titled “Lead statuses”Each lead has a status that shows where they are in your follow-up process:
| Status | Meaning |
|---|---|
| New | Just added — no one has followed up yet. |
| Contacted | Someone from your school has reached out. |
| Qualified | The lead is interested and likely to join. |
| Trial | A follow-up label you can select for someone trying your school. |
| Converted | A follow-up label you can select when someone joins. |
| Lost | No longer interested. |
The lead status is visible on the member’s profile when the Lead section is shown. To update it, open the member’s profile and click Edit.
These are follow-up labels, not an automatic record of bookings or payments. Creating a trial subscription does not set Trial, and a profile’s change from Lead to Member does not set Converted.
Following up with a lead
Section titled “Following up with a lead”You can contact a lead directly from their member profile:
- Click the member’s name to open their profile.
- Go to the Messages tab to send an email or SMS.
- Use the Notes tab to record follow-up notes for your team.
- Use the Interactions tab to log calls, incidents, or other events.
Converting a lead to a member
Section titled “Converting a lead to a member”Creating a membership or subscription changes the profile type from Lead to Member immediately. This is not conditional on payment, an active membership status, or the subscription start date. Trial subscriptions also do this; a trial class booking alone does not.
To convert a lead:
- Open the lead’s profile.
- Go to the Memberships tab and assign a membership.
- If they are paying, go to the Subscriptions tab and create a subscription.
When you give a lead a membership or subscription, their profile type changes to Member and they leave the Leads tab. The Lead Funnel report still includes converted people in its historical totals and drill-downs.
If someone disappears from Leads after you create a trial subscription, search the full Members list before adding another profile. Also check for a partially completed Lead Page registration: personal details are saved before the visitor finishes booking or signing.