How to Create a Lead
Leads represent potential clients or business opportunities. Tracking leads helps you manage your sales pipeline and convert prospects into paying clients and projects.
Step 1: Navigate to Leads
Click "Leads" in the sidebar under the Sales section, then click "Add Lead".
Step 2: Fill in Lead Details
- Name (required): The lead's name or the opportunity name.
- Email: Contact email address.
- Phone: Contact phone number.
- Company: The prospective company name.
- Source: Where the lead came from (e.g. website, referral, social media, cold outreach).
- Status: Current stage in your pipeline (e.g. New, Contacted, Qualified, Proposal Sent, Won, Lost).
- Value: Estimated deal value for revenue forecasting.
- Notes: Any context about the lead or the opportunity.
Step 3: Custom Fields
Any custom fields defined for leads will appear in the form. Fill in the relevant data.
Step 4: Save the Lead
Click "Create Lead". The lead is added to your pipeline and you can track it from the leads list or the Kanban board.
Tip:
Use the Kanban view (/leads/kanban) to visually manage your leads by dragging them between pipeline stages.