How do I add a lead?

You will have added a prospect who is not a customer yet.

Before you start

You need permission to write leads. Have the person's first and last name and either a mobile number or an email.

Steps

1. Open CRM → Leads and press the add button.
2. Enter the first name and last name.
3. Enter a mobile or an email (at least one).
4. Add what you know: phone, company, province, city, address, postal code and a note (up to 2000 characters). Choose an assignee if someone should follow up.
5. Save.

What you will see

The lead opens with source manual and status new, and appears at the top of the list with an ID like L-42.

If something goes wrong

• A mobile or email already used by another active lead is refused. The match is against leads only, not customers.
• Iranian format checks (mobile 09xxxxxxxxx, 10-digit postal code, province list) apply only when your admin is in Farsi.
• The source cannot be edited later.
• If the person already buys from you, add or find them as a customer instead.