How to add a lead in Leadnote

To add a lead in Leadnote, click Add Lead on the Leads & Customers screen, pick a list, type a first name and an email or mobile number, then click Save. Everything else on the form is optional and can be filled in later.

Where to start the form

There are three ways to open the same form, called "Add a New Lead or Customer":

• On Leads & Customers, click Add Lead at the top right.
• Click the + (Quick Create) button in the top bar and choose Lead.
• In the sidebar open Leads & Customers and choose Add Leads. This page also lists other ways to bring leads in, such as forms, integrations and the mobile app.

Fill in the Profile tab

The form has four tabs on the left: Profile, Qualifiers, Follow-up and Info+. A star (*) marks a required field. Two stars (**) mean you need one or the other.

1. Under List Name, choose the list the lead belongs to. A list groups leads that come from the same source, such as an event or your website. See what lists are.
2. Type the First Name. Add a Last Name, Designation and Organization if you have them.
3. Enter an Email, a Mobile number, or both. Pick the country code next to Mobile and type digits only. Leadnote checks the number against the country, for example a 10 digit number starting with 6, 7, 8 or 9 for India.
4. Add Notes if you want a short remark on the record.
5. Further down you can add a Website, Telephone (Direct), Telephone (Office) and the address. In Find address you can paste a full address and click Fill fields to split it into Address Line 1, Address Line 2, City, State, ZIP Code and Country.

Qualifiers tab

Qualifiers describe how promising a lead is and how you want to group it.

Follow-up tab

• Assigned to defaults to you. Choose a teammate, or Unassigned.
• Next follow-up date takes a date and time. The quick buttons Next 1 hour, Tomorrow same time and Next week same time fill it in for you.
• Follow-up notes records what to do next. Repeat follow-up can be None, Weekly, Monthly, Quarterly or Annually and schedules the next one when one is completed.
• Switch on Do not follow-up if you never plan to contact the lead. You then enter a reason.
• Send automatic wishes holds Date of Birth and Special Event Date, each with a Send wishes switch. The emails go out only when you have created the matching templates and switched them on under Email Templates.

Info+ tab

Use it for Lead Notes, Organization Notes, the LinkedIn Profile and up to three Reference URL fields.

Switches at the bottom

Two switches sit at the bottom of the form when you are adding a lead:

• Send Greeting Email queues a greeting email to the lead when you save. The form states that delivery is simulated in the current release, so check the Message Outbox if you expect to see it.
• Share Business Card shares your business card with the lead.

Click Save. A green message confirms that the lead has been added. If something is missing, Leadnote shows "Please provide List Name, First Name, a valid Email/ Mobile to add a lead" and marks the tab that needs attention.

After you save

If the email or mobile number matches an existing record, a dialog titled with the lead's name and "Data already exists" lists the lists that already hold it, each with a View Details link. The new lead is still saved.

To change a lead later, see edit a lead. To add leads in bulk, see import leads from CSV.