How to Quickly Add Leads

Sri Sudhan

Updated 17 Jun 2026 | 01:55 PM

1. Feature Overview

In LeadSquared, you can add leads manually or capture them automatically from external sources. You can add leads manually using the following methods:

• Quick Add Lead: Add a lead instantly with minimal information.
• Add New Lead: Capture complete lead details, including documents and additional fields.
• Import Leads: Upload multiple leads in bulk using a CSV file.

You can create leads manually from several pages, including:

• Manage Leads
• Manage Opportunities
• Manage Activities
• Smart Views
• List Details

In addition to manual entry, LeadSquared can capture leads automatically from sources such as:

• Landing Pages
• Portals
• APIs
• Integrations and third-party systems, such as UDS

For more information, see Lead Management – Feature Guide.

2. Prerequisites

• Before you add leads manually, configure the Lead Forms used by the Quick Add Lead and Add New Lead options. These forms define which fields appear when users create a lead (For the steps, see section 4. Configure Lead Forms).
• You must be an administrator to configure lead forms.

3. How It Works

Manual lead creation follows the same basic workflow, regardless of the page you start from:

1. Configure the lead forms – Set up the fields that appear in the Quick Add Lead and Add New Lead forms. This is a one-time setup (see section 4. Configure Lead Forms).
2. Open a page that supports manual lead creation – such as Manage Leads, Manage Opportunities, Manage Activities, or Smart Views.
3. Choose a method – Use Quick Add Lead for minimal details, Add New Lead for complete details, or Import Leads for bulk import.
   • Manage Leads and Smart Views support Quick Add, Add New Lead, and Import Leads methods.
   • List Details supports Quick Add and Add New Lead.
   • Manage Opportunities and Manage Activities support only the Add New Lead method.
4. Enter the lead details, and save.

The steps are the same across all these pages. Only the available methods differ.

For advanced data capture, such as dynamic forms with conditional logic for leads, activities, and opportunities, use the Forms and Process Designer.

4. Configure Lead Forms

Before you use Quick Add Lead or Add New Lead, configure the fields that appear in each form. Both options use the same Lead Forms page, and the steps are the same. Only the form you select differs.

To configure a lead form

1. Navigate to My Profile>Settings>Leads>Lead Forms.
2. From the Select form to edit dropdown, select one of the following:
   • Create Quick Add Form: Configures the form for the Quick Add Lead button.
   • Create Lead Form: Configures the form for the Add New Lead option.
3. From the available lead fields, drag and drop the fields you want to include in the form. To remove a field, drag it back to the available fields list.
   • To create a custom lead field, see How to Create Custom Lead Fields.
4. Click Save.

For more information related to Lead Forms, refer to: Lead Form Customization.

5. Add Leads Manually

After you configure the forms, you can add leads manually from any page that supports lead creation. The process is the same on each page. Only the starting page and the available methods differ.

• Quick Add Lead lets you add leads quickly with minimal information. This is useful when you capture leads during phone calls, store visits, or events.
• Add New Lead lets you capture detailed information, including documents and additional fields.

5.1 Add Leads from the Manage Leads Page

1. Navigate to Lead Management>Leads.
2. Click Quick Add Lead or Add New Lead.
   • For Import Leads method, see section 6. Import Leads.
3. Enter the required lead details.
4. Click Save & Close.

If you select Add New Lead, you can also use the following tabs:

• Lead Details: Enter personal or organizational details.
• Documents: Upload supporting documents, such as a PAN card or passport.
• Additional Details: Enter additional or custom lead information.

5.2 Add Leads from the Manage Opportunities Page

On the Manage Opportunities page, you can add leads using Add New Lead. The steps are the same as on the Manage Leads page (see section 5.1).

5.3 Add Leads from the Manage Activities Page

On the Manage Activities, you can add leads using Add New Lead. The steps are the same as on the Manage Leads page (see section 5.1).

5.4 Add Leads from Smart Views

Within a Smart Views tab, you can add leads using Quick Add Lead, Add New Lead, or Import Leads. These options let you create or import leads while you work in a specific filtered view. The steps for Quick Add Lead and Add New Lead are the same as on the Manage Leads page. For instructions on how to import leads, see section 6. Import Leads.

5.5 Add Leads from the List Details Page

On the List Details page, you can add leads using Quick Add Lead or Add New Lead. This immediately associates the new lead with the selected list.

5.6 Add Leads from Service CRM

In Service CRM, If the customer doesn’t exist as a lead, you can create one from the Ticket Views page. Both Service Users and Hybrid Users can create a lead.

6. Import Leads

You can upload leads in bulk using a CSV file. This is useful when you import leads collected from offline campaigns, third-party platforms, or external databases. For step-by-step instructions, see How to Import Leads to LeadSquared.

7. FAQs

7.1 Why is the Add New Lead or Quick Add Lead button not visible?

The Actions Panel configuration controls whether these buttons appear. To enable them:

1. Navigate to Settings>Organization Settings>Advanced Configuration.
2. Click Configure next to Actions Panel in Manage Leads/Activities/Opportunities/Smart Views Page.
3. Enable Quick Add Lead and Add New Lead.

For more information, see Configure Actions Panel.

7.2 Why does the lead’s email ID appear in the Lead Name field?

If you create a lead without a lead name, LeadSquared populates the Lead Name field with the lead’s email ID or phone number.

Any Questions?

Did you find this article helpful? Please let us know any feedback you may have in the comments section below. We’d love to hear from you and help you out!