Add your first lead
Last reviewed
The Add Lead form, what is required, and what the optional fields are for.
Open Leads and press Add Lead. Only a first name and a phone number are required; everything else can be added later from the lead itself.
- Status and priority: where the lead is in your pipeline and how urgent it is.
- Assigned to: defaults to you; pick a colleague to hand it over. Watchers are notified of updates without owning the lead.
- Deal value: what the deal is expected to be worth, so it appears in revenue reports. Optional, and only shown to people allowed to see amounts.
- Follow up: a date, time and how you will reach out. It becomes the next action on the lead card and drives the Due Today and Overdue lists.
- Source and campaign: where the lead came from, used in reports.
A second lead with the same phone number is flagged as a duplicate so you can decide whether to merge the information or keep both.