1. Navigate to your Market Muscles CRM Dashboard

https://app.marketmuscles.com/

2. Navigate to the Opportunities Section

Click the Contacts tab in the left-hand navigation menu.
Click Opportunities.

This section gives you a visual, drag-and-drop view of your customer pipeline.

3. At the top of the page, you will see different opportunity types, such as:

• Leads
• Trials
• Memberships
• Members
• Previous Members
• Contacts

4. Understand the “Active” Status

Every contact entering the system will begin in the Active status.

• The Active status is a default system status.
• This ensures all incoming leads or contacts start at the same entry point.

5. Create & Manage Custom Statuses

On the left-hand side, you can create additional statuses to reflect your sales and onboarding process.

For example:

• Contacted
• Trial Scheduled
• Trial Completed
• Follow-Up
• Closed Won
• Closed Lost

You can create as many statuses as needed to match your internal workflow.

See the How To Create A New Contact Status In The Market Muscles CRM guide to view how to create and manage statuses.

6. Move Contacts Through the Pipeline

You can:

• Drag and drop contacts between statuses
• Move them forward or backward in your pipeline

When you move a contact to a new status:

• Their status updates in the system
• This can trigger workflows or automations
• Staff can clearly see where each person is in the journey

This creates a streamlined process for turning leads into members.

7. View & Contact Opportunities

Click on any contact within the pipeline to:

• View their information
• Click Full View Profile
• Call them directly by clicking their phone number
• Send an email by clicking their email address

This allows you to take immediate action directly from the pipeline view.