A "lead" in Run a Call is just a customer record with lead_status: Lead. There's no separate Leads table — see Understanding clients vs leads. This article covers how new leads land in the system.

Three ways a lead gets created

1. Public booking form

A visitor fills out the booking page at /book/<slug>. Run a Call:

  • Creates a customer record with lead_status: Lead.
  • Stamps source: "website".
  • Stamps next_follow_up_date so the lead surfaces in the day's follow-up queue.
  • If a phone match exists, attaches the booking to that customer instead of duplicating.

2. AI Receptionist

The AI takes a call, qualifies the job, and (when the caller's not already in the system) creates a new customer:

  • lead_status: Lead.
  • source set to whatever you configured the receptionist line as.
  • A voice call record links the call to the customer.

3. By hand

From the Customers page:

  1. + New customer.
  2. Fill in name, phone, email.
  3. (Optional) Address — useful but not required.
  4. Lead status: Lead (or Prospect if you've already qualified them).
  5. Source: free-text. E.g. "Repeat customer", "Google Local", "Truck signage", "Referral - Smith".
  6. Save.

The lead appears at the top of the Lead column on the customer kanban.

What happens after creation

  • The lead shows on the kanban under the Lead column.
  • The next follow-up date (if set) drives a daily 8 AM reminder.
  • Last contacted stays empty until someone logs a contact (call, message, meeting).

Required vs optional fields

FieldStatus
First + last name (or company name) and one of phone/emailRequired
Source, addressRecommended
Everything elseOptional