Add And Update Leads

Add a lead manually

If a lead did not arrive through an integration, you can add it directly from the leads area.

This is useful for:

• phone inquiries
• referrals
• manual imports done one by one
• test records

Recommended fields

At minimum, include a phone number. For better performance, also include:

• first name
• last name
• email
• source
• notes

When to update a lead

Update a lead record when:

• contact information changes
• your team learns new qualification details
• notes need to be added after a call
• a lead should move to a different stage

Best practice

Use consistent source names. That makes routing, filtering, and follow-up easier later.