The Add Leads feature lets you capture new prospects in a few clicks and keep their details organized for follow-up. Go to Leads → Add New Lead, enter the required basics Company Name plus at least one contact (email or phone) then enrich the record with name/title, status (e.g., New, Qualified), source (campaign, referral), category/rating, and industry. You can also add address, website/socials, notes, attach files, and mark the lead Active. Hit Save to create the lead; it immediately appears in the Lead List for assignment, nurturing, and conversion to opportunities or customers.
Here is a reference video:
Follow these steps:
1. From the menu click on Pipeline and then click on Leads.
2. From the lead listing page click on New Lead.
3. Now here you need to fill in the necessary lead details and click on Save.
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