Creating a Lead

Navigate to: Leads

Creating a New Lead Manually

Click the + New Lead (or Add) button in the top right of the Leads page.
Fill in the lead details:
- Title (required) — A name for this opportunity, e.g., "Website Redesign – Acme Corp"
- Value — The estimated monetary value of this lead
- Currency — Select the currency for this lead's value
- Expected Close Date — When you expect this lead to convert or close
- Source Channel — How the lead came to you (e.g., Referral, Website, Partner, Cold Call)
- Status — The current stage of the lead (e.g., New, Contacted, Qualified)
- Person — Link to an existing person in your contacts
- Organization — Link to an existing organization
- Assignee(s) — Select yourself or a team member to own this lead
- Labels — Add tags for categorization
- Custom Fields — Fill in any additional fields your admin has set up
Click Save to create the lead.

You can create a lead directly from a person or organization profile:

Be descriptive in the title — Include the company name and what the opportunity is about. This makes it easier to scan lists quickly.
Always assign a source channel — Tracking where leads come from helps you understand which channels perform best.
Set an expected close date — Even a rough estimate helps with pipeline forecasting.
Link to a person or organization — This connects the lead to your contact database for a full picture.
Assign an owner immediately — Unassigned leads can fall through the cracks.

Leads can also be created automatically via:

Workflows — Set up an automation that creates a lead when a form is submitted, an email is received, or another trigger fires. See Workflows and Automation.
Import — Bulk-import leads from a CSV file.