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

# Qualify and Book New Leads

> Respond to new inquiries, apply your qualification rules, and book or route the next step.

# Turn one new inquiry into one clear next step

Use this workflow for form fills, inbound inquiries, or other high-intent records that need a prompt response.
RevDesk contacts the lead through the approved channels, gathers the required information, and books, routes,
or closes the task according to your rules.

## Prerequisites

* A trusted trigger that supplies contact information and consent context
* Written qualification criteria and disqualifying conditions
* A connected calendar or named human queue for the next step
* Working hours, retry limits, channel permissions, and an escalation owner

## Trigger and input

Start with one lead source. Require the fields needed to identify the person, determine the correct workflow,
and route the result. If the source cannot provide required consent or ownership information, hold the record
for review instead of assuming it.

## Controls

* Set the allowed contact window and maximum attempts.
* Define which qualification answers are required before booking.
* Decide when a person must approve, answer, or take over.
* Keep calendar routing rules explicit: eligible hosts, location, appointment type, duration, and buffers.
* Stop on opt-out, completed booking, disqualification, invalid contact information, or human takeover.

## Launch

1. Connect the lead source and map a small set of required fields.
2. Configure the coworker instructions and knowledge needed for this inquiry type.
3. Connect the destination calendar or handoff queue.
4. Test qualified, unqualified, unavailable, opt-out, and no-response scenarios.
5. Launch to one controlled source before adding more forms, locations, or channels.

## Verify

Inspect the first conversation, qualification answers, booking or handoff, consent events, and final record.
Confirm that the appointment appears on the correct live calendar and that a human can see why the lead was
booked, routed, or closed.

## Measure

Track time to first approved action, contact rate, qualified rate, booking rate, human-handoff rate, opt-outs,
and incorrect-routing reports. Compare each metric by lead source instead of combining unlike audiences.

## Troubleshooting

* **The wrong host is booked:** review calendar ownership, routing criteria, and availability settings.
* **Leads repeat information:** confirm that the trigger fields are mapped into the task context.
* **A lead is contacted outside policy:** inspect timezone, working hours, consent, and source configuration.
* **Qualification is inconsistent:** replace broad prompts with explicit questions and stopping conditions.

See [Real-time calendar booking](/concepts/your-calendar) and
[Testing](/getting-started/setup/testing) for supporting setup.