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Manage Leads

Add new sales leads, update existing lead records, and delete leads that are no longer relevant. Each lead stores contact information, company details, lead source, status, estimated deal value, and notes.

Create a new lead​

Step 1 — Open the Create New Lead form​

In the Leads module, click the + Add New Lead button in the top-right corner of the dashboard.

Create New Lead modal with all fields empty showing placeholder text: Full Name (John Doe), Email (john@example.com), Phone (+1 555 123-4567), Company (Acme Corp), Status dropdown set to New, Source field, Estimated Value set to 0, and a Notes text area

The "Create New Lead" modal opens. All fields marked with an asterisk (*) are required.

Step 2 — Enter the full name​

Create New Lead form with the Full Name field focused and ready for input, showing the placeholder text John Doe

In the Full Name* field, type the lead's complete name (e.g., "Jane Smith"). This name appears in the Leads table and in all search results.

Step 3 — Enter contact information​

Create New Lead form with the Full Name, Email, and Phone fields visible and partially filled, demonstrating where to enter the lead's basic contact details

Fill in the remaining required contact fields:

  1. Email* — enter a valid email address (e.g., "jane.smith@company.com").
  2. Phone* — enter the contact number including country code (e.g., "+1 (555) 987-6543").
  3. Company* — type the name of the organisation the lead represents (e.g., "Acme Corp").

Step 4 — Set lead status and source​

Create New Lead form showing the Status field set and the Source field ready for input, with the Estimated Value visible below

  1. Status* — click the Status dropdown and select the lead's current lifecycle stage. The default is New. Other available options include:

    • Contacted — initial outreach has been made
    • Qualified — assessed as a good fit
    • Disqualified — determined not to be a viable opportunity

  2. Source* — enter how the lead was acquired. Common source values:

    • Website
    • Referral
    • LinkedIn
    • Trade Show
    • Cold Call

Step 5 — Enter the estimated value​

Create New Lead form with all required fields filled in — Full Name, Email, Phone, Company, Status set to New, Source filled — and the Estimated Value field showing 0 with a number spinner

In the Estimated Value ($)* field, enter the potential deal value as a number (e.g., 15000 for a $15,000 opportunity). Enter 0 if the value is not yet known.

Step 6 — Add notes (optional)​

Create New Lead form showing the Notes text area focused and ready for input, with the Estimated Value field filled above it

In the Notes text area, add any relevant details: specific requirements, conversation history, competitor context, or follow-up actions needed.

Step 7 — Review the completed form​

Create New Lead form fully completed with all required fields filled and the Notes text area containing additional context about the lead

Review all required fields (marked with *) to confirm they are complete:

  • Full Name
  • Email
  • Phone
  • Company
  • Status
  • Source
  • Estimated Value

Step 8 — Save the lead​

Create New Lead form fully completed with all required fields filled and the Notes text area visible below, with the blue Create Lead button and gray Cancel button at the bottom

Click the blue Create Lead button to save the record to the system.

To discard without saving, click Cancel or the X icon in the top-right corner.

note

All required fields — Full Name, Email, Phone, Company, Status, Source, and Estimated Value — must be completed before the lead can be created.

Edit an existing lead​

  1. In the Leads table, click the pencil icon in the Actions column for the lead you want to update.

Edit Lead modal pre-populated with data for Michael Johnson, showing his email, phone, company Innovate Solutions, Status set to Negotiation, Source set to LinkedIn, Estimated Value, and Notes fields, with the blue Update Lead button at the bottom

  1. The "Edit Lead" modal opens with all current information pre-filled. Click into any field and update the information — contact details, status, source, estimated value, or notes.
  2. Review required fields (marked with *) to confirm they are filled in.
  3. Click the Update Lead button to save your changes.

To discard changes without saving, click Cancel or the X icon.

Delete a lead​

In the Leads table, click the trash icon in the Actions column for the lead you want to remove. Confirm the deletion when prompted.

note

Deleted leads are permanently removed and cannot be recovered. Verify the correct record is selected before confirming the deletion.