> For the complete documentation index, see [llms.txt](https://docs.proforgeerp.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.proforgeerp.com/form-builder/proforge-forms/how-leads-work.md).

# Lead Capture

Every time a customer fills out one of your forms, Proforge automatically creates a lead in your system. That lead contains everything the customer entered — name, phone, email, job details, photos — so your team can follow up without missing anything.

Leads flow through a simple pipeline: **Form Submission → Lead → Opportunity → Job.** You stay organized from first contact to completed work.

## How It Works

1. A customer fills out your form and clicks submit.
2. Proforge creates a **Lead** with all the form data attached.
3. The lead appears in your **Leads** list, ready for your team to review.
4. Your team reviews the lead and decides if it's a good fit.
5. If it's a real job opportunity, convert the lead into an **Opportunity** (or a **Quotation** if you use quoting).
6. From there, you can create a job, schedule the work, and invoice the customer — all in one system.

![leads list](/files/NAzrVJSjJuCQScpGV9Ku)

## What's Included in a Lead

* Customer name, email, and phone number
* Every answer they gave on the form
* Any files or photos they uploaded
* The date and time they submitted
* Which form they filled out
* Where they came from (referral source, UTM tracking)

## Tips

* **Follow up fast.** Leads that get a response within 5 minutes are far more likely to turn into jobs.
* **Set up notifications** so your team gets an alert the moment a new lead comes in. See [Notifications](/form-builder/proforge-forms/how-leads-work/notifications.md).
* **Don't let leads sit.** Check your Leads list daily and convert or close out every one.

## Related Pages

* [Reviewing Submissions](/form-builder/proforge-forms/how-leads-work/reviewing-submissions.md)
* [Notifications](/form-builder/proforge-forms/how-leads-work/notifications.md)
* [Form Analytics](/form-builder/proforge-forms/form-analytics.md)
* [Creating a Form](/form-builder/proforge-forms/creating-a-form.md)


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.proforgeerp.com/form-builder/proforge-forms/how-leads-work.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
