Who this is for: Sales teams and workspace admins
Use a lead for a person or business making an enquiry. Keep the contact information accurate so follow-ups reach the right person.
Steps
Open Leads and choose Add Lead.
Enter the contact name and the email or telephone information available to you. Complete the required fields shown on the form.
Choose the lead source and responsible person when those options are available. This helps the team understand where the enquiry came from and who owns the next step.
Save the lead and open its details to check the information.
When you are tracking a sales opportunity, create a related deal and keep the next follow-up or relevant note with that opportunity.
If you get stuck
Search for an existing contact before creating another record. If you cannot see the lead or assign a person, check filters and the permissions set by your admin.