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
Start in Leads section
Go to 'Lead Detail' by clicking the 3 dots contact menu of the lead you want.
Use the 'Assigned To:' dropdown to select the appropriate Staff member.
Hit the 'Submit' button
Assigning Members to Staff
Start on the relevant Members Detail/Profile page.
Select 'Edit Personal Info' button in right column.
In the 'Access' section, use the 'Assigned To:' dropdown to select which Staff they are assigned to.
Hit the 'Save' button.
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 email@example.com. Our team is here to help.
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