How a Guest enters the CRM

A prospect is someone not yet considered a member. In the UI they are captured as a Guest. There is no New prospect button on CRM - Prospects.

TL;DR

Capture the Guest via kiosk, Connect Card (/connect/:slug), Website code, or cell group; then use Start contact to assign an owner.

How a Guest enters

1. Kiosk: New Guest or Guest Child (Kiosk source). See Guest registration.
2. Connect Card: QR or URL /connect/:slug (ConnectCard source).
3. Website code: tab in Generate QR; iframe with source Web form (WebForm).
4. Cell group: the leader registers a Guest (CellGroup source); they may enter In a group.
5. The source is set by the server; you do not choose it on a “New prospect” form.

Form rules

• First name and last name required
• Email or phone
• Validated email; phone in E.164

Next: Start contact

In People & Connection → CRM - Prospects, use Start contact: assignee, instructions, and due date. Details: Pipeline.

Requires crm permission and the plan CRM feature; otherwise 403.