Adding a Lead

Complete the main fields:

• Name briefly describes the inquiry and is required.
• Contact is the counterparty from the CRM database. If the contact does not exist yet, click the adjacent “+” to open the contact creation form.
• Status is the pipeline stage. If no status is selected, the lead appears in the “No Status” Kanban column.
• Source indicates where the inquiry came from, such as Google, Instagram, Facebook, LinkedIn, email, customer referral, or Clutch. Configure sources in the Admin Panel under “Settings” → “CRM” → “Lead Sources.”
• Date is the inquiry date and defaults to today.
• Contact Person, Email, and Phone contain the details of the person with whom you communicate.
• Assignee is the employee managing the lead and is required.
• Members are other employees involved in the work.

Enter the Expected Budget together with its currency. If the lead currency differs from the company currency, “Exchange Rate” and “Amount in [Company Currency]” appear automatically. The system retrieves the exchange rate and immediately shows the equivalent. You can adjust the rate manually if necessary.

Lead UTM tags are retrieved from the advertising campaign; see Lead Integrations.

Below are four expandable sections:

• “Quote” attaches an existing quote to the lead. Use search or create a new one with “+.” The list displays the name, amount, and approval status. The attached quote’s data is later inserted into generated documents.
• “Additional Fields” uses “+ Add Additional Field” to add an existing custom field and “+ Create Additional Field” to create a new one; see Custom Fields for Leads.
• “UTM Tags” contains five fields: utm_source, utm_medium, utm_campaign, utm_term, and utm_content. For leads from integrations, these values are populated automatically from the advertising campaign, but you can enter or adjust them manually.
• “Description and Services” lets you select the services that interest the client. Configure the service list in the Admin Panel under “Settings” → “CRM” → “Services.” The count on the right shows how many services are selected. Below is a text editor for describing the inquiry, with formatting, lists, links, and images.

After completing all required fields, click “Create.”