Overview
Where JFIT stands today
Live counts from the CRM. Everything updates as your team changes stages, and automatically once the app is connected.
Experts
Expert pipeline by stage
Experts by service
Customers
Customers by stage
Where customers came from
Experts
Expert CRM
Experts
Pipeline board
The most recently updated experts in each stage. Click a name to open it and move it on.
Customers
Customer leads
| Name | Contact | Goal | Area | Stage | Source | Emails / WA | Notes |
|---|
Import
Add people from a CSV
Upload as often as you like. Anyone already in the CRM (same phone number or email) is skipped automatically, so re-uploading the same list never creates duplicates.
Needs at least a name column, plus a phone or email. Recognised headers include name, phone, email, service, city, area, goal, stage, source, campaign, notes.