# Leads & Contacts (/docs/crm/leads)



In Resytech, leads are stored as **Contact** records. A contact represents any person who has interacted with your business but may not yet be a paying customer. Contacts can optionally be linked to an existing customer profile.

Lead Capture [#lead-capture]

Resytech captures leads from multiple sources:

* **Contact forms** — submissions from the contact form embedded on your website. Handled by the CRM contact form service with built-in verification.
* **Subscribe forms** — newsletter or mailing list sign-ups from your site.
* **Abandoned checkouts** — customers who started but didn't finish booking.
* **Manual entry** — staff can add contacts directly from the dashboard with source set to `manual`.

Contact Data Model [#contact-data-model]

Each contact record stores:

| Field               | Description                                                                                                                                       |
| ------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Name**            | Full name of the contact (required, up to 100 characters)                                                                                         |
| **Emails**          | One or more email addresses. The first is the primary.                                                                                            |
| **Phone**           | Phone number                                                                                                                                      |
| **Source**          | Where the lead came from (required, up to 100 characters). Examples: `contact-form`, `subscribe-form`, `abandoned-checkout`, `referral`, `manual` |
| **Date**            | When the contact was captured                                                                                                                     |
| **Contact consent** | Whether the person has opted in to receive communications. Defaults to `true` for manual entries.                                                 |
| **Obtain method**   | How consent was obtained (up to 100 characters). Examples: `manual`, `form-submission`, `opt-in-checkbox`                                         |
| **Customer ID**     | Optional link to an existing customer profile. Populated when the contact is associated with or converted to a customer.                          |

Derived Fields [#derived-fields]

The system also provides computed properties:

* **Primary email** — the first email in the list
* **Contact type** — automatically classified as `Email`, `Phone`, `Both`, or `Unknown` based on which fields are populated
* **Status** — tracks the follow-up or conversion state of the contact

Managing Leads [#managing-leads]

View all leads from **Dashboard > CRM > Leads**. The list supports filtering and pagination:

| Filter              | Description                                                 |
| ------------------- | ----------------------------------------------------------- |
| **Source**          | Filter by acquisition channel                               |
| **Obtain method**   | Filter by how consent was gathered                          |
| **Date range**      | Filter contacts captured within a specific period (from/to) |
| **Contact consent** | Filter to only contacts who have opted in (or opted out)    |
| **Customer ID**     | Show only contacts linked to a specific customer            |

Results are paginated (default 50 per page) and can be browsed page by page.

Converting Leads to Customers [#converting-leads-to-customers]

When a lead makes their first booking, they're automatically converted to a customer. You can also manually convert a lead:

1. Open the lead profile
2. Click **Convert to Customer**
3. The lead becomes a full customer profile with the contact record linked via Customer ID

Once converted, the contact record is preserved and linked to the new customer profile. This maintains the full history of how the relationship started.

Follow-Up Scheduling [#follow-up-scheduling]

Schedule follow-up tasks for leads:

1. Open a lead or contact
2. Click **Schedule Follow-Up**
3. Set a date and note
4. You'll be reminded when it's time to follow up

Related How-To Guides [#related-how-to-guides]

* [Manage Contacts and Leads](/how-to/customers/manage-contacts-and-leads)
* [Create a Customer](/how-to/customers/create-a-customer)
* [Search and Filter Customers](/how-to/customers/search-and-filter-customers)