Converting Your Leads to Students

This article will cover lead conversion on the PGA Coach Platform.

Liz Elliott avatar
Written by Liz Elliott
Updated over a week ago

You can convert leads to students on PGA Coach Mobile App and PGA Coach website.

On the PGA Coach website, start the conversion by clicking on Students, then Leads. Click on the lead you would like to convert. On their Contact card, click the dropdown menu, and hit Convert to student.

On the PGA Coach Mobile App, start by clicking on contacts on the bottom navigation bar. You can either search for the lead by name, or use the options menu to view leads. Click on the lead you would like to convert. On their Contact card, click the dropdown menu, and hit convert.

From here, you'll be prompted to categorize the student as Adult or Junior, and have an opportunity to fill in any additional details. Most of this information will self-populate from their Coaching Request form.

When you're done, click Create student. There will be a confirmation pop-up that confirms the conversion was completed.

You'll be redirected to the person's Contact card, and their relationship to you has now changed to Student.


Still need help? You have a few options:

  • Send an email to support@pga.com

  • In the mobile app, click on More > Contact Us

  • In the web app, click on the chat bubble in the bottom right corner

Have ideas you want to share? That's awesome:

Email them to support@pga.com or submit one / vote here.

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