CRM › Leads. Everyone who asked about the academy and is not a student yet, in one list, ordered by who has been waiting longest. New versus today: Setpoint has no lead or prospect anywhere — enquiries live in a Google Sheet and a WhatsApp thread, and a lead only becomes visible once somebody books them. This adds a lead record with a source, an owner and a next action, and nothing else changes. The one primary action is Convert to student, in the panel.
New
7
2 waiting over 3 days
Contacted
4
reply sent, no trial yet
Trial booked
3
next one 18 Sep
Converted this month
6
+2 vs August
Lost
2
price, and moved away
Open leads · 14
Longest wait first. Abby owns every lead; level is self-declared.
| Lead | Source | Stage | Next action | Wait | Level |
|---|---|---|---|---|---|
Tom W.Abby |
Website | New | First contactoverdue |
4 days | Beginner |
Mika S.Abby |
Referral | Trial | Trial Silver B18 Sep |
3 days | Improver |
Ben K.Abby |
Contacted | Send trial link17 Sep |
2 days | Beginner | |
Kai L.Abby |
Referral | Contacted | Call back17 Sep |
2 days | Advanced |
Nattaya P.Abby |
Website | New | Call backtoday |
1 day | Intermediate |
| 9 more open leads below the fold. Wait counts from the last time anyone on staff replied, not from the day the lead arrived. | |||||
Closed this month · 6 converted · 2 lost · kept on the record, out of the list above
Arisa T. · converted 12 Sep
Priya R. · lost 5 Sep · price
Row click — opens the panel beside the list. The list stays where it was.
Mika S.
Trial
Referral · owner Abby · waiting 3 days
+66 81 234 5678
mika.s@example.com
Improver self-declared
Source
Referral from Arisa T. · Sheet row imported 15 Sep 10:12 · row 214 of “PTP enquiries”.
Timeline
-
Lead created15 Sep 10:12 · Sheet import
-
WhatsApp sent15 Sep 11:40 · Abby · trial invitation
-
Trial booked · Silver B15 Sep 16:05 · lesson 18 Sep 18:00, Court 3
Stage