Add Your First Lead

Summary

Manually create a lead when you need immediate follow-up before imports are configured.

Steps

1. Open New Lead from the sidebar.
2. Enter name details and at least one contact method.
3. Submit and confirm success links to Contacts.

Expected Result

Lead appears in Contacts and is ready for follow-up workflows.

Screenshots

Visual reference aligned to each step with desktop and mobile variants.

Step 1

Step 2

Troubleshooting

• If submission fails, verify email or phone formats.
• If network errors appear, retry after checking connectivity.