Add New Lead
Manually create a lead in the CRM
JD
John D.
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Contact Information
First Name *
Last Name *
Email Address
Phone Number
Company Name
Lead Details
Lead Source *
Website Widget
WhatsApp
Facebook Messenger
Instagram
Voice Call
Email
Referral
Manual Entry
Other
Initial Status
New
Contacted
Qualified
Quotation Sent
Negotiation
Won
Lost
Assign To
Unassigned
John Doe
Sarah Kim
Mike Ross
Lisa Chen
Estimated Value
$
Lead Score (0–100)
Service Interest
Tags
Hot Lead
Initial Notes
Save Lead
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💡 Tips
• AI will automatically qualify leads from widget conversations
• Assign leads to staff for faster follow-up
• Use tags to segment leads for automation rules
• Lead score helps prioritize your pipeline
Pipeline Today
New leads
28
Qualified
12
Won today
3