Leads

Capture, track, and convert inbound interest into booked rounds, events, and memberships.

What's a Lead?

A CourseLead represents an inbound expression of interest — someone who filled out a form, requested a quote, or registered for something but hasn't been fully converted yet. Leads sit in a pipeline that your staff works through to turn interest into action.

Lead Types

Each lead is categorized by what the person is interested in:

MEMBERSHIP

Interest in a course membership — annual, seasonal, or any recurring membership product you offer.

EVENT

Interest in hosting a private event at the course — weddings, fundraisers, company parties, or other non-golf gatherings.

OUTING

Interest in booking a golf outing — corporate outings, charity tournaments, or group events with golf as the focus.

LEAGUE

Interest in joining or starting a league at your course. Could be an individual looking for a league or a group wanting to establish a new one.

GENERAL

Catch-all for inquiries that don't fit the other categories — lessons, pro shop questions, facility rentals, or general "tell me more" requests.

Lead Statuses

NEW

Just captured. No one on your team has reached out yet. New leads appear at the top of the pipeline.

CONTACTED

A staff member has reached out — email, phone call, or in-person. The lead is being actively worked.

CONVERTED

The lead has been successfully converted. They've booked an outing, signed up for a membership, joined a league, or completed whatever the goal was. A CourseContact is created (or updated) when a lead converts.

CLOSED

The lead was closed without converting — not interested, unresponsive, or disqualified. Closed leads are preserved in the system for reporting but removed from the active pipeline.

Where Leads Come From

Leads flow into your dashboard from multiple sources:

Public forms:Contact forms on your course's public page and the site editor create leads automatically with the submitted details.
Event registrations:When someone starts an outing registration but doesn't complete it, a lead is captured from the information they've entered.
Manual entry: Staff can create leads directly from the dashboard — phone inquiries, walk-in requests, or referrals.

Converting Leads to Contacts

Step 1 — Work the Lead

Reach out to the lead via the contact information provided. Update the status to CONTACTED once you've made first contact.

Step 2 — Convert

When the lead takes the desired action — books an outing, signs a membership, joins a league — mark the lead as CONVERTED. If a CourseContact doesn't already exist for that email, one is created automatically.

Step 3 — Close If Not Converting

If the lead goes cold or isn't a fit, mark it as CLOSED. This keeps your active pipeline clean while preserving the record for future reference and reporting.

Tip

Check your lead pipeline daily. New leads go stale fast — responding within 24 hours dramatically increases your conversion rate compared to waiting days.

Lead Management

The Leads page on your dashboard shows the full pipeline with filters for type and status. You can sort by date, filter by lead type, and search by name or email. Each lead card shows the contact info, source, type, and a timeline of status changes so your team always has context on where things stand.