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.
2. Lifecycle Stage
Open the lifecycle filter options.
3. Lifecycle Stage Options
Access the dropdown menu to choose specific lifecycle stages.
4. Select Lifecycle Stage
Select a lifecycle stage to filter accounts.
5. Multiple Lifecycle Stages
You can filter multiple lifecycle stages. To clear the filter, click on the “X” icon.
6. Favorite Views
Click on the favorite view icon.
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.
This guide showed how to filter your client list by lifecycle stages.
