# Create a lead and schedule a trial

> PositiveForm guide · Leads and trials · CRM-001
> Canonical page: https://positiveform.com/guides/leads/create-lead-trial/
> This Markdown: https://positiveform.com/guides/leads/create-lead-trial.md

**Summary:** Create an inquiry and schedule a program trial. The lead appears in the pipeline with the scheduled trial date and program.  
**Who can do this:** Organization owners, Managers, Staff  
**Required access:** `members.change`  
**Where in PositiveForm:** `/leads/new`  
**Status:** Verified on 2026-07-29 against PositiveForm build `a15afd7`.

## Who this is for

This guide is for **sales staff, managers, and owners** capturing a new inquiry
and booking their first trial class.

You need permission to change members/leads for the selected location.

## Before you begin

- Select the location at the top of the console. New leads are created there.
- Have at least a first name. Email, phone, and source help follow-up later.

## Steps

1. Click **Leads** in the left navigation.
2. Open **New lead** (or go to `/leads/new`). The page heading is **New lead**.
3. Fill **First name *** (required). Optionally fill **Last name**, **Email**,
   and **Phone**.
4. Under **How did this inquiry arrive?**, choose the source from the combobox.
5. Optionally add **Conversation notes**.
6. If a trial is already planned, set the trial date with the date fields or
   **Show date picker**, and tick the program checkboxes that apply (for example
   **Youth Martial Arts** or **Little Dragons**).
7. Click **Save lead**. Use **Cancel** to leave without saving.

## Expected outcome

The lead appears in the pipeline with any scheduled trial date and program. You
can open it from **Leads** or **All leads** and continue follow-up in
[Work the lead pipeline](https://positiveform.com/guides/leads/work-lead-pipeline/).

## Screenshots

![New lead form](https://positiveform.com/guides/media/CRM-001/20260730T062500Z/000-start.webp)

![Lead detail after Save lead](https://positiveform.com/guides/media/CRM-001/20260730T062500Z/001-after-save.webp)

![Lead visible on pipeline](https://positiveform.com/guides/media/CRM-001/20260730T062500Z/002-pipeline.webp)

## Recovery

If **Save lead** refuses, check **First name *** and location selection. Nothing
is created until save succeeds. If you created a duplicate, archive one from
[Find and archive leads](https://positiveform.com/guides/leads/find-archive-leads/) rather than deleting history.

## Related guides

- CRM-002
- CRM-004

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Source: PositiveForm customer guides, https://positiveform.com/guides/. 
Every guide as one file for AI assistants: https://positiveform.com/llms-full.txt. 
Guide index: https://positiveform.com/llms.txt.