How to create an appointment or a client from a lead

Every lead table has an Actions column, the last column of the table. Each row has one actions button (the lightning bolt), so a lead becomes a booked job or a saved customer without retyping a thing. Genaya AI reads every cell of the lead - including the columns you added yourself - and puts each value in the matching field of the form.

1. 1
   Open the lead table

   Open Leads and pick the table that holds the lead.

2. 2
   Click the actions button on the lead's row

   Click the lightning bolt in the Actions column and choose Create appointment or Create client. Create appointment opens the New Appointment page; Create client opens the New client window right on the table. Smart paste fills either one from the row: names, phones, email, address, lead source, the service asked for and your own custom fields.

3. 3
   Check the page

   Read the filled fields, fix anything that needs it and add what the lead did not say. Nothing is saved yet.

4. 4
   Click Create

   Click Create Appointment or Create client. An appointment opens once it is saved; a new client is saved, the window closes and you stay on the lead table.

5. 5
   Come back to the table

   The row remembers what it became. Its actions button wears a green dot, and its menu lists the records under Created from this lead (for example Appointment #1043 or the client's name), one click from the record. A teammate who sees the green dot knows the customer already exists and does not create them twice.

The actions menulink

The actions button on each row opens these actions:

• Create appointment and Create client - the page opens filled from the row by Smart paste.
• Create reminder - a reminder pre-filled with "Follow up with" and the lead's name.
• The records already created from this lead, one tap away.
• Call, Send text and Send email to the lead.
• Ask Genaya AI about this lead - opens the chat with the lead in view.
• Copy lead details, Print lead details and View lead details.

The lead details panel has the same menu behind the blue Actions button at the top, next to print, so you can act while you read the whole lead. Its print button prints a clean card of the lead: its name, its table, every field and what it already became.