Advance a lead through the pipeline

Use the Lead Pipeline board to assign follow-up, record outcomes, and move a prospect between stages. The board is a JavaScript application; current PHP renders only its mount point, so a blank page is an application failure—not an empty pipeline.

Access and dependencies

• Open GymCore Leads > Lead Pipeline with gym_manage_leads. Current page and API checks also allow manage_woocommerce as an administrative fallback.
• The lead must already exist. Create locations, programs, staff users, and class occurrences before assigning them.
• A card can expose contact, consent, communication, appointment, note, and sales data. Give access only to staff who need that history.

Record work and change the stage

1. Open the intended lead card and confirm the lead identity before changing it.
2. Review the assignee and Next follow-up value. Update them using the controls present in the detail when responsibility or timing changes.
3. Add a factual note and select Save Note. Avoid payment-card, health, credential, or unrelated personal information.

Expected: The note appears in the lead history with its saved author and time.

4. Use the applicable contact, trial, or sales outcome control to record what actually happened.
5. Choose the destination under Move Stage only after the corresponding work is complete.

Expected: The card moves to the selected column and the detail history reflects the outcome. Stage changes can affect funnel reporting and follow-up queues; they do not prove that a message was delivered, a trial occurred, or a payment settled.

Export the current lead view

1. Set the board filters to the exact population you intend to export and verify the displayed count.
2. Select Export. Include contact details only when the recipient and purpose require them and your account has the privacy-export capability.
3. Confirm the explicit private-data warning, wait for the asynchronous export to become ready, and download it once.

Expected: The export reflects the bounded board query. It expires after 24 hours, is available only to its owner, and the download is consumed after one successful use. Store or transmit the CSV only in an approved private location.

If preparation fails, expires, or is cancelled, create a new export from the verified board filters. Do not reuse an old download link or broaden access to work around a permission error.

Diagnose a blank board

The current server-rendered page has no useful no-JavaScript, loading-failure, or API-error fallback. If no columns, cards, or notice render:

1. Stop rather than recreating leads elsewhere.
2. Reload once and confirm that the account still has gym_manage_leads or the administrative fallback.
3. Have an administrator inspect the browser console and the gym/v1/leads response. Record the error without copying customer data into a public ticket.
4. Resolve the script, nonce, permission, or API failure, then reload.

Expected: Stage columns and cards load. A completely blank mount area is not confirmation that no leads exist.

Reverse or recover

If a stage was changed incorrectly, restore the prior stage with Move Stage and add a correction note. Do not erase legitimate history. Correct consent provenance through the approved privacy process; a stage movement cannot grant or withdraw consent.

Verify in the source systems

Finish in the lead detail and confirm the lead ID, consent state, assignee, next follow-up, current stage, and history. For trials or sales, also verify the appointment or WooCommerce order in its own source rather than treating the pipeline column as proof.