How to Filter Accounts by Lifecycle Stages on the Clients List View

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With Exercise.com’s fitness business management software, you can customize the stages of your customer pipeline and easily filter by stage while reviewing accounts.

This guide will show you how to filter your accounts by stages and how to save your default view.

Learn how to filter accounts by lifecycle stages.

1. Accounts/Clients List

Navigate to your Client list.

Accounts/Clients List

2. Lifecycle Stage

Open the lifecycle filter options.

Lifecycle Stage

3. Lifecycle Stage Options

Access the dropdown menu to choose specific lifecycle stages.

Lifecycle Stage Options

4. Select Lifecycle Stage

Select a lifecycle stage to filter accounts.

Select Lifecycle Stage

5. Multiple Lifecycle Stages

You can filter multiple lifecycle stages. To clear the filter, click on the “X” icon.

Multiple Lifecycle Stages

6. Favorite Views

Click on the favorite view icon.

Favorite Views

7. Add View

Click on “Use Current Filters as Default” to save as the default view. Click on the plus icon to save the current filters as a favorite view.

Add View

This guide showed how to filter your client list by lifecycle stages.

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With Exercise.com’s fitness business management software, you can customize the stages of your customer pipeline and easily filter by stage while reviewing accounts.

This guide will show you how to filter your accounts by stages and how to save your default view.

Learn how to filter accounts by lifecycle stages.

1. Accounts/Clients List

Navigate to your Client list.

Accounts/Clients List

2. Lifecycle Stage

Open the lifecycle filter options.

Lifecycle Stage

3. Lifecycle Stage Options

Access the dropdown menu to choose specific lifecycle stages.

Lifecycle Stage Options

4. Select Lifecycle Stage

Select a lifecycle stage to filter accounts.

Select Lifecycle Stage

5. Multiple Lifecycle Stages

You can filter multiple lifecycle stages. To clear the filter, click on the “X” icon.

Multiple Lifecycle Stages

6. Favorite Views

Click on the favorite view icon.

Favorite Views

7. Add View

Click on “Use Current Filters as Default” to save as the default view. Click on the plus icon to save the current filters as a favorite view.

Add View

This guide showed how to filter your client list by lifecycle stages.

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