Add a lead yourself and set its source

Add a lead

1. On Leads, click New Lead. In the Pipeline view, use Add Lead at the bottom of any column.
2. Fill in First Name, Last Name and Source. These three are required. Add the Email, Phone and Preferred Contact Method if you have them.
3. Optionally set the Priority, Estimated Value and Assigned to.
4. Use Add address, Add services and Add vehicle for the rest, and add any Notes.
5. Click Create Lead.

Use your own lead sources

The Source list starts with Website, Phone Call, Walk-in, Referral, Social Media, Email, Google Ads and Other. To add your own:

1. In Source, choose + Add custom source.
2. Type the name under New source, for example Yelp or Trade show, and click Add.

Your sources then show in the Leads Source filter, in board rules, in the New Lead automation trigger and on customers.

Edit a lead

Open the lead and click Edit. Change anything, then click Update Lead.

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