How to follow up and edit enquiries
Keep every lead warm with notes, status, and a next follow-up date.
View enquiries
1. Go to Enquiry → View Enquiries
2. Filter or search for the lead
3. Open Actions on the enquiry row
Common actions
Actions | What it does |
|---|---|
View History | see past notes and changes |
Edit Enquiry | update status, notes, sales manager, follow-up date |
Send Email / WhatsApp | message the lead from Okfit |
Close Enquiry | mark as not progressing |
Delete Enquiry | remove (use carefully) |
Update status
Statuses help you see where leads sit (for example open, follow-up, converted)
You can update one enquiry from Edit, or select multiple and use Update Status for a bulk change
Follow-up discipline
Always set a Next follow-up date when you leave a note
Work the Enquiry → Enquiry Followups list every day
AI conversion ideas (if enabled)
On edit/follow-up, some gyms can generate suggested follow-up messages with AI
Review before sending — treat as a draft, not auto-send
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