Add a lead manually

Why use this

You add one lead by hand with the fields you have and route it into your pipeline.

Benefits:

• Captures a hot lead in two minutes
• Routes straight to an owner and stage
• Optional sequence enrollment from the same form

Who this is for: Member. Time to complete: ~2 minutes. You''ll need: Name, email, and ideally a phone or company.

Outcome

A new lead row in /leads with the fields you entered.

Steps

1. Open /leads.
2. Click New lead.
3. Enter name and contact fields.
4. Pick an owner and a stage.
5. Save.

Variations

• Drop into a sequence right from the create form.

What can go wrong

• Duplicate detected: merge into the existing lead instead.

Related

• workflow-owner-add-lead, help-leads.