Adding a lead manually
Navigate to Leads in the left navigation, then click the + New Lead button in the top right. Fill in the contact details — at minimum a first name and either an email address or phone number — and click Save.
Importing leads from CSV
Click the import button (down arrow icon) in the Leads toolbar. Download the CSV template, fill in your contacts, and upload the completed file. The importer maps columns to lead fields automatically. Review the preview before confirming.
Supported import sources include Follow Up Boss, LionDesk, CINC, BoomTown, and any platform that exports standard CSV.
Lead fields
Every lead record supports: first name, last name, email, phone, source, status, assigned agent, tags, notes, and custom fields. The activity log on each lead record captures every touchpoint automatically.
Searching and filtering
Use the search bar at the top of the Leads page to find contacts by name, email, or phone. Use the filter panel (slider icon) to filter by status, source, assigned agent, or date added.