Add a Lead to a Pipeline

Create a lead to track a business opportunity within a pipeline.

Steps

1. Go to Leads and click Add Lead.

2. Fill in the lead details:

   • Title — a short description of the opportunity (e.g., "Inquiry About Product X")
   • Pipeline — the pipeline to add this lead to
   • Stage — the current stage (e.g., New Inquiry)
   • Contact — select an existing contact or create a new one
   • Custom fields — fill in any additional fields if applicable

3. Click Save.

The lead now appears in the selected pipeline under the chosen stage.

Next steps

• Move leads through stages