LeadsStep-by-step guide
Add and qualify a lead
Keep contact details and follow-up context in a clear relationship pipeline.
Before you begin
View leads; manage leads to create or edit.
Here’s how to do it
Open Leads and select Add lead.
Enter the name and any known username, email, phone and company.
Choose Hot, Warm or Cold to describe opportunity temperature.
Set the pipeline stage: New, Contacted, Qualified, Customer or Lost. Add useful notes.
Save, then use Edit on the lead when new information arrives.
What happens next
The contact is recorded in this workspace with a qualification stage and follow-up details.
Good to know
Lead notes are not a scheduled reminder or an automated follow-up. Contact the person through an available channel and maintain the record as the relationship changes.