Capture a lead
lead_captureCapture and log a new lead into the sales funnel, automatically creating a customer record and enforcing a next action with a due date to move the lead through stages.
Instructions
Log a new lead into the sales funnel (New → Contacted → Site visit → Quoted → Won/Lost). Creates the customer record if needed. Company rule: every open lead carries a NEXT ACTION with a date — this tool enforces it.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| name | Yes | Customer or company name | |
| No | |||
| phone | No | ||
| source | Yes | Where the lead came from (referral, website, phone, ...) | |
| address | No | ||
| summary | Yes | What they want, in one line | |
| nextAction | Yes | The concrete next step | |
| nextActionDate | No | YYYY-MM-DD, default tomorrow |