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Create a lead

Step-by-step: raise a new lead as soon as an enquiry comes in.

Last updated 17 Oct 2026

Overview

The create-lead form starts collapsed to the three fields you need to raise something quickly - Customer, Division and Work Required - everything else is one click away behind Show More.

The create-lead form, expanded
Step by step
  1. Click New Lead from the Leads list.
  2. Search for and select the Customer - see Search for a customer - or enter one manually.
  3. Choose the Division the enquiry belongs to.
  4. Describe the Work Required.
  5. Click Show More if you need to set the job name, contact details, approximate value, probability, contact date, or (admins only) sales person.
  6. Click Save.
Tip

Job Name is the one field from the expanded section that’s actually required - if you save without it, the form auto-expands and points you at it.

If you’re not an admin, the Sales Person field is hidden entirely - the lead is silently assigned to you.

See also