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Core | Staff - Assigning Members and Leads
Core | Staff - Assigning Members and Leads

How to assign a member or lead to one of your staff

Updated over a week ago

You may run a gym structure where you assign Leads and/or Members to specific Staff members for mentoring and followups. There are 2 ways to do this.

Assigning Leads to Staff

  1. Start in Leads section

  2. Go to 'Lead Detail' by clicking the 3 dots contact menu of the lead you want.

  3. Use the 'Assigned To:' dropdown to select the appropriate Staff member.

  4. Hit the 'Submit' button

Assigning Members to Staff

  1. Start on the relevant Members Detail/Profile page.

  2. Select 'Edit Personal Info' button in right column.

  3. In the 'Access' section, use the 'Assigned To:' dropdown to select which Staff they are assigned to.

  4. Hit the 'Save' button.

More Help

If you would like more information or need further assistance, please use other HELP Articles, just like this one or reach out through PushPress Messenger, the little blue box in your CORE account or email us at support@pushpress.com. Our team is here to help.

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