> ## Documentation Index
> Fetch the complete documentation index at: https://help.verbu.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Capture leads

> Let the agent ask interested callers for contact details so you can follow up.

When a caller or chatter shows interest in something you sell, you want to be able to follow up. **Capture leads** has the agent ask for the details you need — without it feeling like a form.

You'll find this under **Actions** on your agent — the card is called **Collect leads**.

## Which fields should it collect?

When you turn it on, you pick which fields the agent asks for:

| Field       | When                                    |
| ----------- | --------------------------------------- |
| **Name**    | Almost always                           |
| **Phone**   | If you call back                        |
| **Email**   | If you send quotes, brochures, or links |
| **Company** | B2B                                     |
| **Address** | If you visit or deliver                 |
| **City**    | If you cover specific areas             |

Keep the list short. If the agent has to ask seven things, the caller checks out.

<Tip>
  Three fields is usually enough. Name, phone, and the one detail that makes the quote concrete.
</Tip>

## How it sounds

> **Caller:** I saw your cleaning package on the website — what does it cost?
>
> **Agent:** It starts at 750 kroner a month, but it depends on the size of your place. I can have a colleague send you a precise quote. Can I get your name?
>
> **Caller:** Anna Berg.
>
> **Agent:** Thanks. And an email we can send the quote to?
>
> **Caller:** [anna@example.com](mailto:anna@example.com).
>
> **Agent:** Perfect. Roughly how big is your home?
>
> **Caller:** 110 square metres.
>
> **Agent:** I'll note that down. A colleague will send a quote by tomorrow. Thanks for calling.

## Capture leads or Take a message?

Both features collect caller details. Here's the split:

* **Capture leads** — the caller is interested in something you sell. You'll follow up proactively.
* **Take a message** — the caller wants to talk to someone, and you'll call them back about that.

Turn both on if you need both. The agent picks the right one per call.

## Where does the lead land?

Under **Call history** on the agent. Best to send them automatically to your CRM or email with [Send call summary](/en/capabilities/send-summary).

## When something isn't right

<AccordionGroup>
  <Accordion title="The agent asks for details even when callers aren't interested">
    Tell it when to capture leads in [Behaviour and style](/en/agent-behaviour/style-and-instructions). e.g.: "Only ask for contact details if the caller specifically asks about pricing or quotes."
  </Accordion>

  <Accordion title="People decline to give an email">
    That's normal. Add to the instructions: "If the caller won't share an email, take their phone number instead."
  </Accordion>

  <Accordion title="We don't see any leads in our CRM">
    Turn on [Send call summary](/en/capabilities/send-summary) and add a destination that goes to the CRM — or send leads to email first and route them in from there.
  </Accordion>
</AccordionGroup>

## Next steps

* Get leads forwarded automatically: [Send call summary](/en/capabilities/send-summary)
* Tell the agent when to ask in [Behaviour and style](/en/agent-behaviour/style-and-instructions)