Getting Started
Watch this first
Please watch this introductory overview video to see the basics of ZipLeads for Fernwood Fitness
How ZipLeads works alongside existing Platforms
ZipLeads and Exerp CRM
What happens when a new Lead comes in
A basic overview of handling new leads as they come through to ZipLeads
The Conversation Area
How to communicate via SMS, email, Messenger and Instagram DMs
Contacts List and Cards
When and how to use the Contacts screen in ZipLeads
Handling Not Interested Call Outcomes
How to mark a lead as Not Interested in Zipleads
New User (Membership Consultant) Setup
Adding a Membership Consultant to Zipleads
Note Sync
Have notes from ZipLeads sync into Exerp
Download the Mobile App
Stay on top of conversations with the ZipLeads mobile app!
Book in For a Community Support Session
Exclusive to Fernwood!