Use this for walk-ins and phone leads.

1. Go to Enquiry → New Enquiry

2. Open the Add Enquiry tab

3. Enter Name and Phone (required)

4. Fill Email, Gender, and other details as needed (interest, source, sales manager, suitable time, notes, follow-up date)

5. Complete the form wizard and save

The enquiry appears under Enquiry → View Enquiries

If courtesy messages are enabled, a thank-you SMS, email, and/or WhatsApp may be sent automatically

You can set a next follow-up date so the lead shows up in Enquiry Followups

• Assign a Sales Manager so follow-ups are owned

• Capture Source (walk-in, Instagram, referral, etc.) for later reporting

• Phone numbers must be unique — if the number already exists, Okfit will warn you

How to share enquiry onboarding link

How to follow up and edit enquiries

How to convert an enquiry to a member