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Leads & follow-up
Everyone who asked about classes but has not enrolled yet — and what happens next.
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Follow up today
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Due or overdue
Trials booked
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Converted
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Source
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Still open
Everyone
Needs following up
Location
All locations
Automatic follow-up
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Lead
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Parent's name
Email
Phone
Child
Age
Interested in
Came from
Location
No location set
Stage
New enquiry
Contacted
Trial booked
Trial done
Enrolled
Lost
Trial class
None booked
Trial date
Why did they go elsewhere?
Follow-up
Sequence
None
Next touch
Send the next email now
Notes
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Sequence
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Name
Starts when
A new enquiry arrives
A trial is booked
A trial has happened
Only when you start it by hand
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Emails, in order
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