Add a lead
Type in a lead from a phone call, walk-in or referral in a few seconds.
Leads from connected sources arrive by themselves. For a customer who phoned, walked in or was referred, add them by hand. It takes a few seconds.
- Step 1: On a phone, tap the black + in the middle of the bottom bar. On a computer, click New lead at the top of Today, Leads or Pipeline, or press N.
- Step 2: Type the customer's Name.
- Step 3: Type their Mobile number, so you can call and WhatsApp them. If LeadCRM can't read it, you see Enter a valid mobile number.
- Step 4: Write the Requirement: what they are looking for.
- Step 5: Tap Add lead.
The lead is given to you, with a First call follow-up due now, so it shows at the top of your Today list. Tap Open on the message to go to it.
More details
Tap More details to add Email, Deal value (₹), Company, City, Source (such as Referral or IndiaMART), Stage, Owner and Tags. Choose a teammate under Owner to give them the lead, or Unassigned to leave it for later. You can fill these in later on the lead page too.
If the customer is already a lead
LeadCRM checks the mobile number and email. If either already belongs to a lead, it does not make a second copy. You see This number is already a lead or This email is already a lead, and the new enquiry is added to the existing lead's history instead. Tap Open to see it. If that lead is open and someone else owns it, they get an alert. If it was won or lost, it stays that way; reopen it yourself if needed. See Duplicates and repeat enquiries.
Last checked 3 November 2026