Have you ever had a prospect or lead come in off the street to check out your gym or facility? It happens all the time, and we recognize that you need a place to keep track of these folks who have bypassed your online ‘Contact Us’ form!
You can add a new prospect to the Triib platform in three easy steps:
Step 1: Click ‘Prospects Report’ on the main dashboard.
Step 2: Click “Add New Prospect” in the upper right hand corner of the screen.
Step 3: Fill out the form and click ‘Save Prospect’
Add in all of the prospects contact information, what they came in to discuss with your team and even set up follow up dates to reach back out if they haven’t signed up as a member.
In order for a prospect to be added to this list, they would have to be manually entered, or by filling out the More Information link you can find in your Triib URLs (great to link on your website!)