Create a lead and schedule a trial

Create an inquiry and schedule a program trial. The lead appears in the pipeline with the scheduled trial date and program.

Status: Verified 2026-07-29 on build a15afd7
Who can do this: Organization owners, Managers, Staff
Required access: members.change
Where in PositiveForm: /leads/new

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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

Click Leads in the left navigation.
Open New lead (or go to /leads/new). The page heading is New lead.
Fill First name *** (required). Optionally fill Last name, Email, and Phone**.
Under How did this inquiry arrive?, choose the source from the combobox.
Optionally add Conversation notes.
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).
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.

Screenshots

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 rather than deleting history.

CRM-002
CRM-004