Sales & CRM
Adding a New Lead
Add a sales lead to your pipeline.
Last updated June 4, 2026
The Sales module tracks prospects from first contact to signed contract. 💰
1
Open Sales
Click Sales in the sidebar. Your pipeline shows leads organized by stage — from New Lead to Closed Won.
2
Add a Lead
Click + Add Lead and fill in:
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Pro tip: Track lead source consistently — it reveals your best marketing channels.
📋 Form Fields
| Field | Required | Description |
|---|---|---|
| Company Name | ✅ Yes | Prospect's company. e.g. "Metro Convention Center" |
| Contact Name | ✅ Yes | Your contact person. e.g. "David Thompson" |
| ✅ Yes | For proposals and follow-ups. e.g. "dthompson@metroconvention.com" | |
| Phone | Optional | Phone number. e.g. "(555) 678-9012" |
| Source | Optional | How they found you. e.g. "Referral" |
| Estimated Value | Optional | Expected contract value. e.g. "$3,500/month" |
3
Save
Click Save. The lead appears in your pipeline.
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Drag-and-drop leads between stages.
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Need help? If you have any questions or run into issues, reach out through the Support section in your dashboard.