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See everything about a contact, and tag and group them

Every lead and client gets one Activity history, and their lead history carries over when they become a client. Tag people, find them by tag and save a group as a segment.

FitFocus team3 min read
See everything about a contact, and tag and group them

Every lead and client now has one Activity history, and you can tag people and save groups of them, so you stop rebuilding the same filter.

One history for every lead and client

Open a lead or client and Activity lists what has happened with them, newest first: notes, calls, emails, meetings, bookings and payments, plus a lead's enquiries and stage changes. Chips such as Calls & meetings narrow it down.

Add a note, or log a call, email or meeting, on a client as on a lead, and edit or delete your own entries.

History that carries across

When a lead becomes a client, their lead history comes with them. On the client's Activity tab you see "Became a client", then everything from before, under "As a lead". The old lead page links to the client's.

A client's Activity tab: "Became a client", then the history from when they were a lead

Tag leads and clients

Choose Add tag under a name, then search, or type a new name to create one. Tags are shared with your team, work on leads and clients alike, and stay when a lead becomes a client. Leads and clients never see them.

The Add tag box with a new tag name typed, offering to create it

Choose Select to tag several people at once. Rename, recolour and delete tags under Tags and segments in the ⋯ menu.

Three leads selected, with a tag list showing ticks and "1 of 3" counts

Find people by tag

Choose Tags on the Leads or Clients list, tick tags, then pick Any or All.

The Leads list filtered by two tags, with an Any or All switch

Save a group as a segment

A segment is a saved group chosen by rules: tag, source, stage, lead or client, assigned coach, and when they were added or last active. It's live: it shows whoever matches now, with a count, and nobody is added by hand. Open one from the Segments button on Leads or Clients, or choose Save as segment after filtering. Your team shares them.

A segment applied to the Leads list: "4 leads here", with Edit and Clear
The segment's rules: source Instagram, no activity for 14 days, "4 people match now"

Good to know

  • A segment doesn't send anything. It's for finding people and working through them.
  • If a tag in a segment is deleted, the segment shows "Needs attention" and matches nobody until you edit it.
  • Exporting leads as CSV still includes everyone, not just the segment on screen.

Get started

  1. Open a lead and choose Add tag under their name.
  2. On the Leads list, choose Tags and pick it.
  3. Choose Save as segment, name it and save.
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FitFocus team

Written by

FitFocus team

FitFocus writes about coaching software, pricing, and the business of running a premium coaching practice. FitFocus is part of the Hale Health ecosystem.

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