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CRM

Drag a card between columns to move them through. Changes save instantly with a 5-second undo.

On hold · paused

Drop participants here to pause them. They don't count toward pipeline stats and don't show up in the activity feed. Drag back into any stage to resume.

0
No paused participants.

Recent activity

Last 14 days · stage moves, sessions completed, new pax

Assign team leader

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Trainer assignment is a separate step — use the Trainer button on the card once the team leader has reviewed the referral.

Assign trainer

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All selected trainers receive the onboarding email with the meet-and-greet date. The team leader is CC'd.

Mark as concluded

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The participant is archived from the pipeline. Their session history stays intact and accessible from /participants.

Request an amendment

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Logs to activity feed and emails Alex. Stage stays where it is.

Close the CRM for this participant

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Both confirmations required to archive.

Archives the card from the active pipeline. Their participant record + session history stay accessible from /participants.

First session

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After Alex Trig hits Program completion ✓ on the card (only fires once status is completed), the participant advances to 06 POS Signed + Rostered.

Service agreement ready to confirm?

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Fill in any fields that need to change — leave blank if no change needed.