Create, find and update a lead

Leads organise prospective bookings before and during conversion to clients. Website enquiries can enter Captura automatically. Add WhatsApp, Instagram and referral enquiries as studio-entered leads; Captura does not silently import private conversations.

Before you start: Studio Owners and eligible Managers. Employees do not have general CRM access. If Leads is available, an active studio account is required.

1. Open Leads → New Lead.
2. Enter the name and available contact, event, source, stage, assignment and Follow-up Date details; select Create Lead.
3. Use Search leads by name, email, or phone... to locate a record.
4. Open the lead to edit its details or Pipeline Stage. On the board, use the available stage movement controls.

What happens next

The lead appears in the pipeline, with its chosen stage and recorded follow-up date.

Things to know

Stages are New Enquiry, Contacted, Quote Sent, Booking Confirmed and Not Interested. An assignee must be an active member of the studio. An overdue follow-up indicator is a reminder of a date, not proof a message was sent.

If something goes wrong

If a lead seems missing, clear the search and check Archived. For an invalid assignee, select an active studio member or ask the Owner. Correct invalid dates before retrying.