Add a new lead

Capture a new lead with their contact details and source.

You'll add a new lead to your pipeline with their name, company, and source. Tracking the source helps you measure which channels bring your best prospects, so you can focus your outreach where it works.

1

Open Leads in the sidebar.

Open Leads in the sidebar.

 

2

Click New lead.

Click New lead.

This opens the form where you'll record the lead's details.

3

Add the lead's Full name and Company.

Fill in the lead's name and company.

 

4

Set the Source — it feeds your conversion reports later.

Set the source — it feeds the conversion reports later.

The source you set here appears in your conversion reports, so you can see which channels deliver your strongest leads.

5

Click Create lead — it lands at the top of your list as New.

Click Create lead — it lands at the top of your leads list as New.

 

New leads start with a status of New, making them easy to spot and prioritize.

 

What's next

Now that your lead is captured, add their contact details and notes to keep your pipeline organized and ready for follow-up.

Leadway