Adding Leads Manually

Creating a New Lead

Add leads manually when you receive inquiries outside of your lead capture forms.

1. Navigate to Leads

   Click 'Leads' in the sidebar to open the leads page.

2. Click Add Lead

   Click the '+ Add Lead' button in the top right corner.

3. Fill in details

   Enter the lead's name, email, phone, company, and any notes about their inquiry.

4. Set lead status

   Choose the appropriate status: New, Contacted, Qualified, Proposal Sent, or Won/Lost.

5. Save the lead

   Click 'Save' to add the lead to your pipeline.

Tips

• Add as much information as possible to help qualify the lead later
• Use the notes field to record the source of the lead