New lead

In simple words

New lead is part of CRM & Sales. 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. CRM & Sales 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 CRM & Sales. Add a lead by hand in seconds.

Step by step

1. 1

   Step 1

   Open CRM & Sales

   Sign in and open the CRM & Sales panel 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 CRM & Sales, 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

   Save it

   When the details are right, click “Create lead + account” to save.

5. 5

   Step 5

   Done

   Add a lead by hand in seconds.

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 CRM & Sales → Open “New lead” → Fill in the details → Save it → Done

What it connects to

• Projects

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

• Finance

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

• Website

  Website forms feed your CRM directly.

• Social Media

  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 CRM & Sales

CRM & Sales replaces crm & lead management software, on the same login and the same data.

• 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 CRM & Sales

• 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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