Filtering on the People Tab

As you add more leads into your GymSales database and as leads move through the sales process, you can run filtered searches to create reports or perform bulk actions based on certain characteristics.

For example, you may want to send a bulk text message to leads who have inquired last month and are still in the inquiry stage, or run a report to see how many people with the tag of Personal Training came from Facebook Ads in the last 30 days.

Whether it's performing a bulk action item or running personalized reports, the People tab is where you will perform these tasks.

1. Go to the People tab.
2. Click Refine list to view filters.
3. Click any of the fields to select the criteria you're looking for. (For more information about filters, see Filter Properties below.)
4. Click Done when finished, and a list of leads will appear below the filter section.

These steps are illustrated below.  Note: When leaving the People tab, the filters will remain unchanged until you Clear all filters on the bottom of the Refine filter section.

Filter Properties

Lead Status

Select up to any of the 5 lead statuses to filter your leads: Enquiry, Tour, Trial, Sale, Not Interested.

Choose a Date Type for each lead: Created date, Last contact date, Most Recent Enquiry Date, Trial end date, Sale date, Not interested date, Last E-mail date, Last SMS date, Last Call date, Last Communication date, Last appointment schedule date.

Choose the Date Range for the date type selected.

ABC Fitness Status

Select one or more ABC Fitness statuses to filter your leads: Active, Active - Expired, Active Non-Member, Active - Pending Cancel, Inactive - Return For Collection, Inactive - Active.

ABC Last Visit Date

Choose the date range for the last visit date.

Contact Method

Choose from the 10 fixed Contact Methods available: Referral, Phone-in, Walk In, Internet, Guest Visit, Outreach, Corporate, Ex Member, Renewal, Other.

Source

Filter your leads by choosing from the available Marketing Sources listed.

Salesperson

Filter your leads by assigned salesperson including unallocated leads. Unallocated refers to leads not assigned a salesperson.

Tag Filter

Filter tags by any of the available options: You can add multiple tag filters by selecting the plus sign (+) to the right of the row.

• ANY of these - Will show all leads that contain any of the tags listed.
• ALL of these - Will show leads that contain all listed tags in a single profile.
• NOT ANY of these - Will show leads that do not contain any of the tags listed.
• NOT ALL of these - Will show leads that do not contain all listed tags in a single profile.

After choosing a Tag Filter, select the Tags you want to filter by.

Calls

Select a call type:

• All - All Leads.
• Scheduled - Leads with calls scheduled.
• Spoke To -Leads with calls that have been completed with an outcome of Spoke to.
• No Answer - Leads with calls that have been completed with an outcome of No Answer.
• Left Message - Leads with calls that have been completed with an outcome of Left Message.

After selecting a call type, choose a value (More Than, Less Than, Equal) in the dropdown menu to the right. Then enter a numerical value to filter your leads by.

Appointments

Select an appointment type:

• All - All Leads.
• Scheduled - Leads with appointments scheduled.
• Sale - Leads with appointments that have been completed with an outcome of Sale.
• No Sale - Leads with appointments that have been completed with an outcome of No Sale.
• Did Not Show - Leads with appointments that have been completed with an outcome of Did not Show.

After selecting an appointment filter, choose a value (More Than, Less Than, Equal) in the dropdown menu to the right. Then enter a numerical value to filter your leads by.

E-mails / SMS

Select and e-mail or SMS type:

• All - All leads.
• Manual - Leads with manually sent Emails or SMS generated by a user.
• Automated - Leads with Emails or SMS that have been generated and sent via the Automated Items feature.
• Bulk - Leads with Emails or SMS that have been generated and sent via the Bulk Email or Bulk SMS feature located within the People tab.
• Inbound - Leads with received inbound Emails/SMS.

After selecting an E-mail/SMS filter, choose a value (More Than, Less Than, Equal) in the dropdown menu to the right. Then enter a numerical value to filter your leads by.

Opted out of SMS / Opted out of Email

Filter your leads by opted out status. Available filter options:

• All - All Leads.
• Yes - Leads that are opted out of either Email or SMS.
• No - Leads that are opted into Email or SMS.

Gender

Select a gender: All, Male, Female, Other, or Unspecified.

Birthday

Select a date range by choosing a From date and a To date.