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By default, owners, admins and managers can add leads.
Don’t see this page or button? Your role doesn’t include it. Ask your center’s owner or an admin to give you the role you need.

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Add the lead

1

Open the form

In the sidebar, select Leads / Pipeline, then select Add lead.
2

Enter the lead's details

Enter First name and Phone. Last name is optional.
3

Choose the source and branch

Choose Source — how you learned about this person, such as Instagram, Referral or Walk-in — and the Branch. Cohort already fills in a branch for you; change it if this lead belongs to a different one.
4

Add the optional details

Choose a Course interest and an Assign to staff member, or leave both blank.
5

Save

Select Add lead. The new lead appears in the New column of the pipeline.

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Move the lead through your pipeline

Select a card to open its Lead details panel. Drag a card between the New, Contacted and Trial booked columns — or choose a stage from the panel — to track where each prospect stands; you can move between those three freely, in any order. Select Log activity to record a call, message, trial or note as you go.
Mark as lost and Convert to student both end a lead’s journey, and neither can be undone: a lost lead can’t be converted afterward, and converting creates a new, enrolled student record.

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What’s next

A converted lead has no password yet. See “Let the student sign in” in add a student to set one.
Last modified on October 1, 2026