# Capture a lead

URL: /en/docs/cookbook/use-cases/capture-lead

A skill recipe that collects what an interested customer needs and their budget, tags them Lead and alerts your team to call back.



This recipe turns an interested customer into a lead your team can call back. It uses built-in actions only, so it works in every workspace.

**When to use**: the customer is interested but wants a consultant to call them back.

## Steps [#steps]

1. **Ask**: what they need and their budget.
2. **Ask**: their name and phone number.
3. **Tool**: Save customer info, field "budget".
4. **Tool**: Add tag, tag "Lead".
5. **Tool**: Notify the team.
6. **Tell**: a consultant will call them, and roughly when.

Guardrail: "Never promise a price or a discount. The consultant will confirm."

## Ask your assistant [#ask-your-assistant]

> Create a skill "Capture a lead". Use it when a customer wants a consultant to call back. Steps: ask what they need and their budget, ask their name and phone, save the budget to the customer field "budget", add the tag "Lead", notify the team, then tell them a consultant will call. Attach it to my sales agent.


## FAQ

### Where do I see the saved budget?

On the customer's profile, in the panel beside the conversation, under the field name you chose.

### Does the team get a notification?

Yes. Notify the team alerts your staff while the agent keeps talking to the customer.

### Can I use another tag name?

Yes. Pick any customer tag in the Add tag step, or create one first under Customers.