Add a lead manually

Why use this

You add a single lead by hand with the fields you have.

Benefits:

• Captures a lead in two minutes
• Required-field guard rails
• Drops into the pipeline immediately

Who this is for: Owner, Member. Time to complete: ~2 minutes. You''ll need: The lead''s name and contact.

Outcome

A new lead in /leads.

Steps

1. Open /leads.
2. Click New.
3. Fill required fields.
4. Save.

Related

• help-leads.