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How to add leads manually in LeadSquared?

There are two ways to add leads manually on to LeadSquared. One, is by using the Add New Lead option. Two, is by using the Quick Add Lead option. These are two simple and straight forward methods of adding leads manually. You use this procedure to add leads manually by using the above stated methods.

Prerequisites

You have logged in to LeadSquared.

Procedure

(1) Add New Lead

This option allows you to add lead details onto LeadSquared by capturing personal details, company details and any other relevant additional details. To add a lead using Add New Lead option,

1. Navigate to Dashboard > Leads > Manage Leads. In the lead management page, click on Add New Lead button.

2. A new window for adding lead opens up. In this window, you can enter lead information in two sections, Lead Details, and Additional Details.

3. Enter the lead details that is relevant for your business requirement. In this window you will find those leads fields that are already present in LeadSquared. If you want to add a new lead field which is relevant to your business, then you can create a custom lead field. For more information, see How to Create Custom Fields? Once you have entered the details, you can save and close, or save and continue adding more leads.

(2) Quick Add Lead

This option allows you to add lead details onto LeadSquared by capturing minimal information. You can use the quick add lead option when you are capturing lead information,say for instance, when you are having a telephonic discussion with a lead. To add a lead using Quick Add Lead

1. Navigate to Dashboard > Leads > Manage Leads. Click on Quick Add Lead button.

2. The Add New Lead tab is displayed on the page. Enter the lead details that is relevant for your business requirement.

3. In this window you will find those leads fields that are already present in LeadSquared. If you want to add a new lead field which is relevant to your business, then you can create a custom lead field. For more information, see How to Create Custom Fields? Once you have entered the details, you can save and close, or save and continue adding more leads.

(3) Add Lead (in a new window)

This feature allows to add a lead in a new window. To do this:

1. Click Add New Lead. See the below image for reference.

add new lead new window

The Add New Lead opens in a new window. Enter the required details and click Save.

add new lead new window2