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1: Adding Leads Manually

Learn how to add leads to LeadSimple manually.

Aimee avatar
Written by Aimee
Updated over 2 years ago

Points to Remember

  • You can add leads to LeadSimple manually. 

  • You can edit a lead’s info later on, as well as change their assignee and lead type, and add more contacts or properties to the same lead.

  • If you want the lead go to through the pipeline's notifications and routing instead of being assigned to a particular person, you can trigger the new lead notification from the "Assignee" field.

Action Items

  1. Try adding a test lead to LeadSimple. You can then use this lead to test features you learn about in later videos!

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