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How to add a walk-in enquiry as a lead in the Fitnexa CRM

Capture a walk-in or phone enquiry in Leads CRM, schedule a follow-up, then start their trial or convert them into a member straight from the lead.

For front-desk staffWebMobile appUpdated 26 Sept 2026

Someone asks about prices but isn't ready to join? Save them as a lead so you can follow up. Leads you add are assigned to you.

On the website it's More › Sales › Leads CRM; in the Fitnexa app, open Leads.

Step by step

  1. Click Add Lead

    Open More › Sales › Leads CRM from the menu and click Add Lead.

    In the Staff menu, open More, then select Leads CRM.

    Leads CRM
    Add Lead (click this)

  2. Fill in their details

    Enter Full Name and a phone or email. Set Source to where they heard about you (for example Walk-in or Instagram), leave Status as NEW (or pick PROSPECT or LOST), and tick the services they're Interested in. Click Add Lead.

    If a member with that email already exists, the lead isn't added — you'll see This person is already a member, with a link to their profile.

    Add New Lead

    This lead will be assigned to you.

    Full Name *Sneha Kulkarni
    Email[email protected]
    Phone+91 99887 66554
    SourceWalk-in
    StatusNEW
    Interested in (services) (not ticked)
    Add Lead (click this)

  3. Schedule a follow-up

    Click the lead's name to open their profile. Under Follow-up, pick a Date & time, write a Note and click Schedule follow-up. It shows up in your Reminders under Sales CRM.

    The profile is read-only: click Edit on Contact details or Pipeline status to change them. Every change — details, status or follow-up — needs a note, and Save stays disabled until you write one. History (Timeline in the app) shows each change, such as Status: NEW → PROSPECT, with the note, who made it and when.

    Follow-up
    Date & time27 Sep 2026, 11:00 AM
    NoteCall about the 3-month offer
    Schedule follow-up (click this)

  4. Start a trial or convert them

    TRIAL: choose it under Pipeline status, enter the number of days and a start date, and write the note. Fitnexa shows what will happen — for example Change status to TRIAL? This creates a trial member account for Sneha Kulkarni (7 days from 26 Sep 2026). — and saves nothing until you confirm. It then creates the member from the lead (name, email, phone and services) with the trial, and links the lead to them.

    CONVERTED: Fitnexa creates the member from the lead — or uses the one made for their trial — and takes you straight to the membership plan step: pick the plan and start date, and the plan invoice is raised. If your role can manage billing you can record the payment there; if it's left unpaid you're asked The invoice is unpaid. Activate the membership now?

    If a member already has the lead's email, Fitnexa offers to link the lead to that member instead of creating a second account.

Common questions

What happens when the lead joins?

Set their Pipeline status to CONVERTED. That creates the member and their plan invoice for you — there's no need to register them separately.

Can I find old leads?

Yes. Use Search name, email or phone…, filter by All Statuses, or set From/To dates.

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