Track a lead and convert it to a student

New inquiries land in People › Leads. Each lead has a stage: New, Contacted, Trial scheduled, Attended, Converted or Cold. Click Board view to see them in columns.

1. Open the lead. Use Add a note to log a call or message (for example "left voicemail, booked for Tuesday 5:30").
2. Set a Follow-up date and pick who it is Assigned to. Once the date passes, the lead shows under the Due filter on the leads list.
3. Change the stage under Status as things move along. When they come in for their trial, set them to Attended.
4. If they are not going to join, click Mark cold and pick a reason.
5. When they are ready to sign up, use Convert to Enrollment. Check the parent and student details and click Convert lead → enrollment. This creates the parent and the student and links them.
6. Open the new student's page and click Add membership to choose their program and start billing.

If you send a new family a setup link from Add membership and they still need a trial class, you can pick Trial class first. The card step waits until you click Mark trial class done on the membership page, then QuickKicks emails the family to finish.

Staying on top of follow-ups

• Your Dashboard shows lead follow-ups due and trials ending this week.
• Every Monday, each staff member with overdue assigned leads gets one email listing them. Leads with nobody assigned are not included, so assign your leads.