# Lead capture before recommendation

We define a lead as a phone number and/or and e-mail along with, possibly, a name. To capture this information, create a form-type slide and configure its fields based on the information you’d like to capture. You can do this by clicking the ‘settings’ icon next to each field. For example:

![](https://1947171238-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LrTaL6FQB3RzlkCwQfN%2F-Ls0lt5NqN1lTMzGA3qg%2F-Ls0mKW-GIqGfdfmhZ0c%2Fimage.png?alt=media\&token=7b7c5a52-7197-4753-b658-443b5358d0aa)

To edit a field, hover a field and click on its settings icon:

![](https://1947171238-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LrTaL6FQB3RzlkCwQfN%2F-Ls0lt5NqN1lTMzGA3qg%2F-Ls0ogJtxkjnP_zUyCUA%2Fimage.png?alt=media\&token=cb1ad007-4eb0-42a6-aa7d-c12375406d82)

A popup will show up with settings for each type of field:

 

![](https://1947171238-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LrTaL6FQB3RzlkCwQfN%2F-Ls0lt5NqN1lTMzGA3qg%2F-Ls0ovkruYbqSRb98PvA%2Fimage.png?alt=media\&token=dae8ab2f-ffc8-4f80-b9fa-6054d81c5cc3)

The captured information can be viewed from the Insight panel. You can also send a personalized email to each user that enters their email and/or send an email with the user information and answers to a list of emails configured.

Lead information captured on abandoned assistants (not completed by the user) will also be stored and viewed from the leads panel.