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New Task
Title
Description
Priority
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Owner
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Operator
AI
Team
Project
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Parent Task
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New Project
Name
Description
Color
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Book Appointment
Contact
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Date
Time
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Type
Taster Class
Phone Call
1:1 PT
Notes
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First name
Last name
Phone
(at least one of phone or email required)
Email
Source
(where you met them)
In person — at the gym
In person — elsewhere
Referral from a member
Referral — other
Phone call
Other / unspecified
Note
(optional context — what they're after, who introduced them, etc.)
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Notes
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New Automation
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Name
Description
Trigger
Form Submitted
Stage Changed
Message Received
Scheduled (timed)
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Mode
Send Template (free)
AI Personalised (uses credits)
Condition (optional)
No condition
Stage (lead/booked/member)
Status (active/closed)
Outcome (no_show/turned_up…)
Handler
Lead Source
equals
not equals
Action
Send Message
Send Template Message
AI Personalised Response
Change Pipeline Stage
Create Task
Create Note
Notify Jack
Add Tag
Priority
Lower = runs first
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