Initial CRM Setup

Before you start collecting and managing leads, we recommend configuring your CRM settings and connecting your communication channels.

Set up

Navigate to Settings → CRM in your WodBoard account.

• Custom Pipelines - head to this article for more information (see Setup Wizard article if you want a quick start build).
• Virtual phone number
  • This is included in your CRM add-on and will be issued after onboarding.
  • If needed, you can block any spam numbers in this section as well.
  • If you already have a virtual number that you use, refer to this article.
• Notification settings:
  • Customer & Lead - You can choose multiple coaches to receive these notificatins if needed.
  • Task - Connected to a coach being assigned something within an automation. The Admin will be notified about all of the un-assigned tasks.
• Google Business Profile – Connect your Google Business Profile to link it with the CRM. This will enable you to use the Google Review automation and responde to the reviews directly through your inbox.
• Facebook– Connect your Meta business accounts to bring in your leads directly to CRM from your paid ads. Note this will not link your messaging on either Facebook or Instagram with the CRM inbox. Refer to this article.
• WhatsApp – Connect WhatsApp to communicate with leads through your CRM. Please read this article  before doing so. We recommend using your virtual number for settings this up.

Making these connections early means your CRM is ready to receive enquiries from the channels your gym uses.