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Grow | Mandatory Custom Fields
Grow | Mandatory Custom Fields

Be sure to keep these mandatory custom fields in your Grow account to allow for the proper use of our CRM system.

Updated over a week ago

Mandatory Custom Fields To Keep In Your CRM

  1. First Name

  2. Last Name

  3. Email

  4. Phone

  5. Plan Name

  6. Plan Category

  7. Last Check In Coach Name

  8. Total Check Ins

  9. First Reservation Class Time

  10. First Reservation Class Name

  11. First Reservation Coach

  12. Last Check In Date

  13. First Reservation Class Date

  14. First Reservation Date as Date

  15. Nick Name

  16. Date of Birth

  17. Join Date

  18. Contact Source

  19. Business Name

  20. Street Address

  21. City

  22. County

  23. State

  24. Postal Code

  25. Website

  26. Time Zone

  27. Contact Type

  28. Warm Lead

  29. Questions? Send us a message along with this!

  30. What are your objectives?

  31. How did you hear about us?

  32. SMS Opt-in

  33. Resume Date

  34. Pause Date

  35. Would you recommend us to a friend?

  36. I understand that this is a request to cancel and the gym’s policy on cancellation will be considered to determine final date of membership

  37. Please select the option below that best describes your reason for leaving

  38. Additional Comments/Questions

  39. How would you describe your satisfaction with the coaching received from us?

  40. How satisfied are you with your overall experience?

  41. How clean were the facilities?

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