Search

Search pages, clients and actions

OverviewPerformanceAI operationsAgentsConversationsWorkflowsImprovementsLibrary
ConnectionsSettings
  1. Leads
  2. Jordan Avery

Jordan Avery

Search

Search pages, clients and actions

Member since March · Northgate

Journey
Each step is recorded on its own. A booking isn't a visit, and a visit isn't a sale.
  1. InquiryMar 2
  2. First replyNot yet
  3. RepliedNot yet
  4. BookedNot yet
  5. Came inYes
  6. MemberJoined
  7. PaidOn plan
Conversation
Texts and calls with Jordan
  1. Jordan· Fri, Sep 18 4:20 PM

    Away for work most of the next few weeks, will book when I'm back.

Next step

Jordan is a member

Monthly, 4 sessions, 3 sessions left this month.

Open in Members
Details
Status
Member
Location
Northgate
Source
Referral
Inquired
Mon, Mar 2 10:00 AM
Phone
(555) 014-1150
Email
jordan.avery@example.com
Contact
Texts allowedCalls allowed
Appointments
Nothing booked yet
Membership
Monthly, 4 sessions since Mon, Mar 9
Sessions left
3
Status
Visiting less than usual
Open in Members
Activity
What the agent, Jordan and the studio did

Activity appears here after the first reply.