The lead journey is marked by the Lead Status that your contact goes through during their journey from being a prospective through to member.
You’ll see a contact’s lead status within the contact page (bottom left). When a prospect enters the funnel, this is where the concierge team will control the prospect's status.
By changing the Lead Status a series of automations will happen in the backend that will update the other elements.
- New Prospect - first stage upon completing a form.
- Tour Booked - the prospect has a tour booked.
- Tour Completed - the prospect has completed a tour.
- Became a Member - the prospect has joined FIT.
- Cancelled - the member has cancelled their membership.
- Not Interested/Unsubscribe - has requested to be removed from all future comms.
LEAD STATUS
Until a prospective becomes a member, this is where our concierge team will manage the lead’s status/stage.
By changing the Lead Stage the contact’s lifecycle stage, lead stage and contact activity will update automatically.
