The purpose of this article is to help you understand:
How to add a new lead to the Leads Module
If you are looking to import or sync multiple leads into the system at once, click here.
Add a New Lead
There are a few different places you can add a new lead inside the Leads Module. First, go to the Leads tab along the top of the page and then click the Add New Lead button on the right side of the screen.
It is also possible to add a new lead from the Funnels tab by clicking on the Add button and selecting Add New Lead.
This will prompt the system to open an Add New Lead pop-up where you can enter the first name, last name, email address, and phone number of the lead.
In addition, you can also add tags to the lead using the Add Tag field.
If you would like to add the lead to one or more funnels, check the box next to "Would you like to add the lead to the funnels?" and then select which funnels to add the lead to.
At the bottom of the pop-up, there is a Notes section where you can add any pertinent notes about the lead to the file.
To finish adding the lead, click the blue Add button at the bottom right corner of the pop-up.
A green system notification will confirm that the lead has been saved successfully, and you will now see the lead tagged with a "New" tag under the Leads section.
