Available

Manage Academy leads from request to outcome

Capture the request, move it through Requested, Matching and Waiting, then record Confirmed or Lost and archive completed outcomes manually.

ForAcademy managersReception & operations

Before you start

The player—or parent/contact for a kids course—must exist in CRM. Know whether the request is for a Private or Open program.

What you will have

You will have a lead with course preferences, a clear pipeline status and, when useful, an optional linked task.

Tips

Use Kanban for active work and List for detailed filters, archived records and bulk archive or reopen actions.

Troubleshooting

If a lead cannot be saved, select a player and make sure the wanted end date is not before the wanted start date.

Steps

Open Dashboard → Academy

Start in Kanban to review active leads by status, or switch to List for archive scope, detailed filters and bulk actions.

Academy lead Kanban with Requested, Matching, Waiting, Confirmed and Lost columns — Academy managers can work active leads in Kanban or switch to List for detailed filters, archiving and bulk actions.

Create a Requested lead

Select the CRM player, choose the Private or Open program and course type, and leave the lead in Requested while the enquiry is new.

Academy lead slide-over with course and schedule preferences — A lead keeps the requested course details, current pipeline status, notes and optional linked tasks together.

Record course and schedule preferences

Add preferred weekdays and time, wanted start and end dates, and coach or club preferences when the contact has supplied them.

Move the lead through the pipeline

Use Matching while finding an option, Waiting while the contact decides, then Confirmed or Lost when the outcome is known.

Create a linked task when needed

A task is optional. Add one when follow-up needs a named owner, due date, checklist or separate work queue.

Task slide-over with assignee, due date, linked record and checklist — Task details keep the owner, deadline, checklist and operational context in one view.

Archive the completed outcome

Confirmed and Lost leads are not archived automatically. Archive them manually when no active follow-up remains, and reopen them later from List if needed.