1. Purpose of GymDoc CRM

GymDoc CRM is designed as an all-in-one platform to manage leads generated through GymDoc Marketing campaigns. Whether leads book a Jumpstart Call or not, the CRM allows you to handle all follow-up actions in one place.

2. Accessing the Platform

• Desktop Application: This version is showcased in the video.
• Mobile Application: Available for Android and iPhone.some text
  • Download Instructions:some text
    1. Search for "GymDoc" on the App Store or Play Store.
    2. Download and install the app.
  • Note: The mobile app interface is slightly different from the desktop version but offers similar functionality.

3. Navigating Key Features

• Dashboard:some text
  • Your central hub for accessing CRM features.
• Conversations Tab:some text
  • Displays all messages, including unread, starred, and categorized conversations.
• Calendars Tab:some text
  • View all scheduled appointments and manage calendars.
  • Use the checkboxes to filter by calendar or view all appointments in the “Appointments” section.
• Contacts Tab:some text
  • Access all leads in the system.
  • View lead details such as name, phone number, tags, last activity, and conversation history.
• Opportunities (Pipeline):some text
  • Tracks the status of leads through the sales funnel.some text
    • Stages: Contacted → Responded → Booked → Services.
  • Update statuses to reflect lead progression.

4. Automations

• Pre-built workflows automatically trigger actions based on lead behavior (e.g., booking an appointment or responding to messages).
• Automations ensure leads are placed into the correct follow-up sequence without manual input.

5. Additional Features

• Advanced Pages:some text
  • These are optional and designed for users who want to maximize the platform's capabilities.
  • Contact the GymDoc team if you'd like to explore these features.

6. Next Steps

• Continue watching the support series for more detailed tutorials on using specific features like workflows, calendars, and pipelines.
• If you have questions or need help setting up advanced features, reach out to our support team.

Feel free to use this guide alongside the video for reference. Let us know if you need further assistance!