How to Add a Lead
A lead is any prospect you want to track. Here's how to create one from scratch in under a minute.
Start at the Dashboard
When you log in you land on the Dashboard. From the left sidebar, click Leads.
Open the Leads page
This page lists all your existing leads. To add a new one, click the + Create Lead button in the top-right.
The Create Lead form
A form opens where you'll enter the prospect's details. Required fields are marked.
Fill in the main details
Enter the lead's name, phone number and email at the top of the form.
Choose a lead source
Open the Source dropdown and pick where this lead came from (e.g. Website, Referral, YouTube Ads). Sources are managed in Lead Settings.
Complete the remaining fields
Set the status, purpose, assign the lead to an agent, and add any notes.
Submit the form
Click Create. A confirmation appears letting you know the lead was saved successfully.
Your new lead appears
The lead is now in your Leads list, ready to be worked, called, or converted into a deal.
