Open Leads, click Add, fill in a first name, last name and stage, and click Add Lead. Everything else is optional. Real estate workspaces call these records Contacts, and the steps are the same.
Steps
- Click Leads in the sidebar. A new workspace shows "0 leads in your pipeline".
- Click Add.
- Enter the First name and Last name. Both are required.
- Add an Email and Phone if you have them.
- Add a Budget, a Timeline and a Need / Use case if they help your team.
- Check the Stage. It starts as New Lead.
- Click Add Lead.
More details
Click Show more details to add:
- Lead source
- Tags
- Job title
- Location
- Company name
- Industry
Find and filter your leads
The Leads list has a search box, AI Mode to filter in plain English, Filter, and Columns to choose what shows. You can also switch between the list and a board of stages.
Other ways leads arrive
Leads do not have to be typed in. A live form from Forms adds a lead each time someone submits it, and Meta Lead Ads can bring in leads from your ads. Both are part of the Go live checklist on your Dashboard.
If it did not work
The Add Lead button is greyed out. First name, last name and stage are required. Fill all three.
I am not sure the lead is already in FlowForce. Search the list by name or email before you add a new one.
The lead is missing from the list. Clear the filters at the top of the page.