Ways to add a lead

Who is this lesson for?

• Sales manager or system admin: chooses how leads enter the company.
• Deal agent: the employee assigned to follow up.
• The lead: fills the public Lead Form if you share it. They do not open the account.

Before you start

• You need permission to add leads. For the public Lead Form, you also need permission to manage the lead form.
• Pipelines, sources and agents should already be set in Set up the deal pipeline, sources and agents.

Four ways

1. Quick add lead: one contact from the list, with optional extra fields.
2. Import: many contacts from text or a file, with AI.
3. Lead Form: a public form you share. The visitor adds themselves.
4. The app: Form for one contact, or AI create for text or a file.

1

Open Lead Contact

From the sidebar: CRM → Leads → Lead Contact.

On this page: Quick add lead, Import, and Lead Form.

2

Quick add lead

Click the Quick add lead bar. Fill, then Save.

1

• Name: required.
• Email (optional): used later to send proposals.
• Mobile: country code then the number.

2

Show more fields

Click Show more fields when you already know the source, the agent, or the company.

• Lead Source: where this person came from. Add if the source is missing.
• Added By: who recorded the contact. Defaults to you.
• Agent: who will follow up. The list is the deal agents from Lead Settings.
• Company Name and Website: if they represent a company. Website needs http:// or https://.
• Note and Address: what the next person on the file should see.

Hide extra fields folds them. Then Save.

3

Import with AI

From the list click Import. The page title is Import Lead.

One box, two methods — use either, or both:

• Type or paste text: names, phones, emails, sources. You can also mention a deal or a follow-up. A deal is not required.
• Attach a file: a large list as Excel (.xlsx / .xls), CSV, PDF, Word, text, or an image. Maximum 10 MB. If the file has a header row, tick File Contains Headings Row.

Data preview stays empty until you click Send and review.

Example text:

Ahmed Ali, 0501234567, website
Sara Ahmed, sara@example.com, exhibition, follow-up Monday

4

Review the generated data

After Send and review, the Leads table fills with the names and numbers the AI read. A source, a follow-up, or a call log appears only if the text or the file mentioned it.

Read every row. Fix a cell if a name or a number is wrong. Then click Import leads. Nothing is added before that click. Back leaves without importing.

5

Lead Form

From the list click Lead Form.

• Form title: shown at the top of the public form. Save.
• Fields: turn a field on or off. Add field for an extra question.
• Preview: how the visitor sees the form.

Under the fields: copy the iframe onto your site, or open Share Direct link and send that URL. Submissions appear on Lead Contact.

6

From the app

Form

From home tap + then Leads. Stay on Form. Client name is required. Then Save.

or

AI create

Open the AI create tab. Paste names or tap Attach a file, then Analyze. The next screen is Import preview. Check the rows, then tap Import leads. Nothing is added before that tap.

What happens after?

• The contact is on the list — from quick add, from import after you confirm, from the public form, or from the app.
• The assigned agent can call, add a follow-up, or send a proposal. A deal is not required to send a proposal.
• Nothing is sent to the lead until someone messages them, except the public form which they filled themselves.

Next: Follow up on a lead.

Common questions

One name from a call?
Quick add lead, or Form on the app.

A long Excel list?
Import on the web, or AI create on the app. Attach the file, click Send and review or Analyze, check the table, then confirm.

The visitor should add themselves?
Lead Form. Share the link or put the iframe on the website.

Phone already used?
The same mobile cannot be on two leads. Open the existing contact.

Proposal without a deal?
Yes. Send a commercial or technical proposal, or a quotation, to this lead. Open a deal later if you need the pipeline.