public-logo

Okfit

Getting Started
Enquiry
Memberships & Plans
Members
Attendance
Classes
Payments
Staff
Communication
Report Tables
Export Data
Task Management
Workout Plans And Diets
Equipment & QR
Biometric Access Control
Okfit Subscription Plans & Pricing
Built with DocStar
  1. /
  2. Enquiry
  3. /
  4. How to use Enquiry Followups

How to use Enquiry Followups

Enquiry Followups shows leads that need attention based on their next follow-up date.


#

Steps

1. Go to Enquiry → Enquiry Followups

2. Review today’s and overdue follow-ups

3. Open the enquiry, call or message the lead

4. Add a note and set the next follow-up date, or convert / close


#

Who should use this

  • Receptionists and sales managers — daily

  • Owners — to check if leads are going cold


#

Tips

  • If the list is empty, either you have no open leads or follow-up dates were never set — edit enquiries and add dates

  • Combine with View Enquiries filters and Sales Manager assignment for clear ownership


#

Related


How to follow up and edit enquiries

How to convert an enquiry to a member


Built with DocStar