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  4. How do I manage and track leads in fitbox?

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How do I manage and track leads in fitbox? Print

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How do I manage and track leads in fitbox?

All leads are visible under Contacts. Use these tools:

  • Tags – Mark leads as Trial, Hot Lead, etc.

  • Smart Lists – Segment by activity or interest

  • Workflows – Automate follow-up sequences

  • Pipelines – Visualize their progress from Lead → Trial → Member

Track interactions and see the full communication history in the Conversation tab.


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