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Adding a New Lead to a Pipeline

Once you’ve created a pipeline, the next step is to add leads to it. A lead represents a potential opportunity, such as a customer inquiry or a sales opportunity. This guide will walk you through the process of adding a new lead to a pipeline.

Step-by-Step Guide​

Step 1: Go to the Leads Page​

  1. Navigate to the Leads section in the main menu.
    • This is where you can view and manage all your leads.

Step 2: Click "Add Lead"​

  1. On the Leads page, click the "Add Lead" button.
    • This will open a form where you can enter the lead’s details.

Step 3: Fill in the Lead Details​

  1. Title: Enter a title for the lead. This should briefly describe the opportunity.

    • Example: "Inquiry About Product X" or "Request for Service Y."
    • Tip: Use a clear and descriptive title to make it easy to identify the lead later.

  2. Pipeline: Select the pipeline you want to add the lead to.

    • Example: If you’re adding a sales opportunity, choose the Sales Pipeline.

  3. Stage: Choose the appropriate stage for the lead.

    • Example: If this is a new inquiry, select the New Inquiry stage.

  4. Contact: Associate the lead with a contact.

    • If the contact already exists in your system, select them from the dropdown.
    • If the contact is new, you can create a new contact directly from this form.

  5. Custom Fields: Fill in any additional details using custom fields (if applicable).

    • Example: Add the lead’s preferred contact method, referral source, or specific requirements.

Step 4: Save the Lead​

  1. Once you’ve filled in all the details, click the "Save" button.
  2. The lead will now be added to the selected pipeline and appear in the appropriate stage.

What Happens After Adding a Lead?​

  1. Pipeline View: The lead will appear in the pipeline you selected, under the chosen stage.
  2. Leads Page: You can view and manage the lead from the Leads page.
    • Use the pipeline filter on the top left to view leads within a specific pipeline.

Example: Adding a Sales Lead​

Let’s say you want to add a new sales opportunity to your Sales Pipeline. Here’s how you’d do it:

  1. Title: Inquiry About Product X
  2. Pipeline: Sales Pipeline
  3. Stage: New Inquiry
  4. Contact: John Doe (existing contact)
  5. Custom Fields:
    • Referral Source: Facebook Ads
    • Preferred Contact Method: Email

Key Takeaways​

  • A lead represents a potential opportunity tied to a contact.
  • Add leads to pipelines to track their progress through stages.
  • Use clear and descriptive titles to make leads easy to identify.

What’s Next?​

Now that you’ve added a lead to a pipeline, learn how to move it through the stages: