Adding leads manually

Overview

While automated lead capture is ideal, you will often need to add leads manually from phone calls, walk-ins, referrals, or business cards.

Quick Add

Click Add Lead button or press N

Fill in Name and Phone (required)

Optionally add Email, Source, Project, Budget, BHK Preference, Agent

Click Save

After Adding

Once created:

• The lead appears in the pipeline under "New Enquiry"
• An activity log entry is created automatically
• If AI auto-qualification is enabled, the lead is scored within 60 seconds
• Follow-up reminders are scheduled based on your defaults

Always capture the phone number — it is the primary identifier for deduplication and WhatsApp communication.