New lead

In simple words

New lead is part of SelfRun DealFlow AI. Add a lead by hand in seconds. This guide takes you through it in 5 short steps.

Where it fits in your work — Capture. Website forms, campaigns and CSV imports all create leads in one list.

Before you start

• You need to be signed in to your company's workspace. SelfRun DealFlow AI appears in the Workspace dashboard and in the left menu when your role includes it.
• What you can see and change depends on your role. If a menu item or button is missing, ask your workspace owner to give your role access in Workspace → Users.
• New lead belongs to Lead management in SelfRun DealFlow AI. Add a lead by hand in seconds.

Step by step

1. 1

   Step 1

   Open SelfRun DealFlow AI

   Sign in and open the SelfRun DealFlow AI product from your Workspace dashboard (or sign in to it directly). You see only what your role allows.

2. 2

   Step 2

   Open “New lead”

   In the left menu of SelfRun DealFlow AI, open the page called “New lead” (some pages sit inside a menu group — click the group to expand it).

3. 3

   Step 3

   Fill in the details

   Complete the fields on the form:

   • Full name
   • Email
   • Phone
   • Lead type
   • Notes / requirement (optional)
4. 4

   Step 4

Tips

• You can use more than one filter together (Full name, Email, Phone) to see exactly the records you want.
• If you make a mistake, open the record again and correct it. Changes are recorded against your name so your team can see who did what.

Quick recap

Open SelfRun DealFlow AI → Open “New lead” → Fill in the details → Save it → Done

What it connects to

• SelfRun SprintOS

  A won deal creates the client and the project's starting point.

• SelfRun CashFlow AI

  Invoices are raised for won clients without re-entering their details.

• SelfRun SiteCraft AI

  Website forms feed SelfRun DealFlow AI directly.

• SelfRun ViralPulse AI

  Campaign results sit next to the leads they brought in.

What you will see on this screen

These are the parts of the New lead screen, exactly as they appear in the product.

Why use SelfRun DealFlow AI

SelfRun DealFlow AI replaces crm & lead management software and runs independently with its own sign-in and database.

• No enquiry slips through — every lead has an owner and a due date
• Stale leads are flagged before they go cold
• See which campaigns actually bring revenue
• Won deals flow straight into clients and projects

Who uses SelfRun DealFlow AI

• Sales & enquiry teams

  Work leads, log notes and follow up on time.

• Managers

  See pipeline health, stale leads and which campaigns bring revenue.

• HR & recruiters

  Track career applicants with status, notes and resumes.

• Marketing

  Measure campaign spend, attributed leads and ROI.

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