Track a lead and convert it to a trial

!Track a lead and convert it to a trial

New inquiries land in People → Leads. Each lead has a stage so you can see who needs a follow-up.

1. Open the lead and log a call or note.
2. When they're ready, convert to a trial — this creates the student and a trial membership with an end date.
3. Book them into a class, then when they're sold, convert the trial to a member to start tuition.

The Dashboard shows Lead follow-ups due and Trials ending so nothing slips. You can automate the nudges with a journey (see "Build an automated journey").